You feel like you have done it all right. You found a seller. You can afford to purchase the book and you have financing sources you can easily access. Your investment philosophies are not too far off, and you have established positive rapport with the seller by sharing your culture and vision; and you feel it is aligned. Despite all of these positive attributes, however, the seller just won’t pull the trigger. Did you just waste a year of your time? We have captured our best learnings, knowledge, things to look out for, what to avoid, and how to best position yourself for success based on the wide range of mergers and acquisitions we have engaged and consulted with over the past 15 years in this practice management guide.
Advisors across the country are stuck with bad business partners, outdated technology, and terrible service. Why is that? Because change is hard. That’s why we have created a white paper that will provide you with the key actionable insights for why advisors are being proactive with their businesses and their careers, along with a list of ten top areas you can focus on to further develop your business, enhance your clients’ experience, while making significant improvements in both your personal and professional lives. Download our white paper now to learn more!
Melissa Machlitt believes that her firm's service first mentality has been a key contributor to the long-term relationships she has developed with her clients. “While everyone understands the idea that clients come first, we truly embody that thinking in everything we do,” she says. “Our philosophy has been to stand in the shoes of the client – not as a business owner or staff person – but to truly see what they are trying to accomplish and the pain points from their point of view.” Learn more about her success with the download link below!
Eastern Planning was founded in 1995. Beth Blecker and her son Matt Blecker have built an incredible practice that continues to grow. “While everyone understands the idea that clients come first, we truly embody that thinking in everything we do,” she says.“Our approach is to treat our clients like family members, so we don’t buy practices, rather we grow our business through happyand satisfied client referrals,” Beth says. “As part of that, we have to deliver an absolutely fantastic client experience.” Learn more about Eastern Planning Inc. with the download link below!
We're thrilled that you're interested in learning more about us. This overview is designed to provide you with a quick and comprehensive glance at what we do, our mission, and the impact we strive to make in our industry. At Affiilated Advisors, our mission is to help independent advisors build the practices of their dreams. With that in mind, we work tirelessly to create opportunities for our advisors to grow and improve their businesses. Click below to see how we make that happen.