Advisor Legacy @advisor_legacy
Advisor Legacy helps Financial Advisors through every stage of succession planning, from the first step through the transition of ownership. advisorlegacy.com Troi, Michigan Joined July 2019-
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Elite Members: Collaborate with top advisors every month in interactive, peer-led M&A strategy sessions. Ask what matters most. Walk away with actionable insights you can trust. Join the table: hubs.li/Q03GbCMg0 #RIA #MergersAndAcquisitions #LunchAndLearn
Elite Members unlock savings, accelerate learning, and make smarter acquisitions. ✔ Exclusive discounts on valuations & continuity plans ✔ Two complimentary consultations ✔ Monthly peer strategy sessions Join the club: hubs.li/Q03GbDwM0
Most advisors protect their clients. But what’s protecting your business? PracticeProtect™ is a custom, compliant continuity plan that ensures client care + value retention in the face of the unexpected. 🔐 Learn more: hubs.li/Q03BXHxk0 #RIA #SuccessionPlanning
We did it again! 🎉 Advisor Legacy has been named a 2025 Best Place to Work by Crain’s Detroit—our 4th win in 5 years. Huge thanks to our team. This award belongs to every one of you. 🙌 #BestPlaceToWork #CrainsDetroit #TeamWin #AdvisorLegacy
What happens to your firm if you can’t show up tomorrow? No continuity plan = risk to clients, staff, & equity. PracticeProtect gives advisors a compliant, ready-to-activate plan—before it’s too late. Learn more: hubs.li/Q03BXDMz0 #SuccessionPlanning #FinancialAdvisors
You can sell your practice—without retiring. Watch our Sell & Stay webinar on-demand and learn how. 🎥 Watch the recorded webinar now: hubs.li/Q03BXl2S0 #FinancialAdvisors #SuccessionPlanning #ExitStrategy #RIA #AdvisorLegacy #PracticeSales
We don’t just coach financial advisors—we empower them to lead with clarity and grow with purpose. Want to help build legacies that last? 🚀 Check out open roles on our team: hubs.li/Q03y5x-v0
Missed our Doing Deals webinar? Now available on-demand—real strategies, real M&A results for advisors. 🎥 Watch here: hubs.li/Q03BXzsJ0 #RIA #FinancialAdvisors #MergersAndAcquisitions #SuccessionPlanning #AdvisorGrowth
Why sell now? 🕰️ 📉 Valuations dip when your client base ages 🔐 Compliance & tech burdens are growing 💼 Buyer demand & competition are peaking Don’t wait—get smart on timing and timing. Read more: hubs.li/Q03ycHZD0 #RIA #ExitStrategy #SuccessionPlanning
Here’s what they don’t tell you: One-buyer exits leave money on the table. Passive transitions kill leverage. Advisor Legacy flips the model. We run a competitive bidding process, represent only you, and handle everything from buyer vetting to final deal.
At Advisor Legacy, we’re not just building a business—we’re shaping the future of financial advising. Want to be part of something bigger? 👉 Explore opportunities: hubs.li/Q03y5tkQ0
"I’m more productive, more efficient, and not running myself ragged." – Brian Britt, CFP® That’s the Advisor Legacy difference. #FinancialAdvisors #PracticeManagement #RIA
🧮 What’s Your Practice Really Worth? Most advisors underprice their life’s work. (Not on purpose.) At Advisor Legacy, we dig deeper. Our valuations analyze your client demographics, recurring revenue, team structure, and growth potential.
You Built a Practice—Now Build a Business Most advisors don’t need more hustle. They need better structure. Advisor Legacy’s coaching helps financial advisors step into the CEO seat.
Exiting isn’t just about timing. It’s about preparation. We help advisors sell on their terms—with 40%+ average premiums and a process that puts you in control. 🤝 Schedule your succession consultation. Visit us at: hubs.li/Q03vFmjR0 #FinancialAdvisors
Most advisors run practices. Few run businesses. Our coaching helps you make the leap—from reactive to strategic, from service provider to CEO. 📈 Ready to grow like a business? Visit us at: hubs.li/Q03vFhD_0 #PracticeManagement #AdvisorGrowth #FinancialAdvisors
Our white glove approach to succession planning and practice sales ensures a positive outcome for everyone involved. You only get one chance to sell your practice. Do it right with Advisor Legacy hubs.li/Q03n7gp30 #advisors #financialadvisor #successionplanning
Advisors can cash in on their equity - without having to retire from the work they love to do. Download now: hubs.li/Q03pdvwW0 #advisors #RIA #BD #succession
As the industry speeds toward the Great Wealth Transfer, many financial advisory practices will see a rapid decline in AUM, with revenue and practice value suffering as a result. hubs.li/Q03n7gmB0 #advisors #RIA #BD #financialadvisor
A number of recent reports show that advisors who deliver comprehensive financial plans receive up to seven times more netflows per household group. hubs.li/Q03n76T70 #advisors #financialservices #financialadvisor
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