Summary: When advisors think about growing their business and building scale, an inevitable underpinning of the strategy is either deploying a recruiting campaign to attract advisors with a book of business, or trying to develop a functional M&A plan to merge with or buy another independent advisor. There is something intriguing about this phenomenon: most independent advisors fail to realize that many of their peers want to do the exact same thing!
 Inorganic growth strategies may look great on paper, but in most cases they are far harder to execute. If you go down this path, think it through: is this your best available alternative for growth, or would you be better off by considering other options?"John Furey Principal and Founder, Advisor Growth Strategies. |
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