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Are you interested in buying or selling an established advisory practice?
In this episode, John Williamson and Dennis Leininger of Wells Fargo Advisors Financial Network guide you through the buying and selling of practices. They uncover questions to ask yourself when looking to buy a practice and steps to take when selling, all to ensure you have a plan throughout the process.
In this episode, you will learn:
- The importance of preparation
- The difference between selling and succession
- What to look for when buying a practice
- How to make the transition easy for your clients
- And more!
Listen now as John Williamson and Dennis Leininger discuss the importance of creating a plan when buying or selling a practice.
Wells Fargo Advisors Financial Network ❘ John Williamson on LinkedIn ❘ Dennis Leininger on LinkedIn