advisorlegacy.com

Advisor Legacy

Welcome to Advisor Legacy. Where Selling a Practice is Not Just About Price". Sellers work directly with one of our succession planning experts to list their practices for sale on Advisor Legacy. Key Management Group helps sellers find qualified buyers who are the best match based upon a number of selection criteria. Why We Have Partner Firms. The BUYER worries less about client attrition because there is no need to transfer the book of business to another firm. 2017 Advisor Legacy Terms of Service.

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Advisor Legacy | advisorlegacy.com Reviews

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Welcome to Advisor Legacy. Where Selling a Practice is Not Just About Price. Sellers work directly with one of our succession planning experts to list their practices for sale on Advisor Legacy. Key Management Group helps sellers find qualified buyers who are the best match based upon a number of selection criteria. Why We Have Partner Firms. The BUYER worries less about client attrition because there is no need to transfer the book of business to another firm. 2017 Advisor Legacy Terms of Service.

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1 how it works

2 resources

3 plans and pricing

4 sellers

5 buyers

6 sign up now

7 the seller

8 the buyer

9 the clients

10 the firm

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Advisor Legacy | advisorlegacy.com Reviews

https://advisorlegacy.com

Welcome to Advisor Legacy. Where Selling a Practice is Not Just About Price". Sellers work directly with one of our succession planning experts to list their practices for sale on Advisor Legacy. Key Management Group helps sellers find qualified buyers who are the best match based upon a number of selection criteria. Why We Have Partner Firms. The BUYER worries less about client attrition because there is no need to transfer the book of business to another firm. 2017 Advisor Legacy Terms of Service.

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advisorlegacy.com

1

Advisor Legacy

http://www.advisorlegacy.com/users/welcome

Welcome to Advisor Legacy. Where Selling a Practice is Not Just About Price". Sellers work directly with one of our succession planning experts to list their practices for sale on Advisor Legacy. Key Management Group helps sellers find qualified buyers who are the best match based upon a number of selection criteria. Why We Have Partner Firms. The BUYER worries less about client attrition because there is no need to transfer the book of business to another firm. 2017 Advisor Legacy Terms of Service.

2

Advisor Legacy

http://www.advisorlegacy.com/how_it_works

How it Works: Process for Buyers of Financial Practices. Key Management Group helps connect buyers with sellers. We recognize that a lot of factors go into making a successful match for both parties. Important considerations include: compatibility, price and terms of the deal, timing, client satisfaction and retention, location, staff capacity and more. If you upgrade to become an Elite member (recommended), you will create an Elite Buyer Profile. Receive Invitation to Bid. KMG will work with the seller ...

3

Advisor Legacy

http://www.advisorlegacy.com/users/new

Create your account for free. By checking this box, you acknowledge that you have viewed and agree to the terms of service. Already have an account? Why Become a Member? To take advantage of all the benefits offered by Advisor Legacy, you must first become a member by registering a free account. Create a free Basic profile or upgrade to Elite status. Receive e-mail notifications when new a practice becomes available. View all eligible practices that are currently for sale. See How it Works.

4

Advisor Legacy

http://www.advisorlegacy.com/plans

Two Levels of Membership Basic and Elite. Membership is free. As a member, you will be notified whenever an eligible practice becomes available for sale. You will have the ability to express interest in a practice, however, you must become an Elite member to receive an invitation to bid and buy a practice. If you are serious about buying a practice, we strongly recommend that you enroll as an Elite member. For 50% off use the coupon code: KMG50. Recommended for Serious Buyers. Notification of New Seller.

5

Advisor Legacy

http://www.advisorlegacy.com/how_it_works_sellers

How it Works: Process for Sellers. At KMG, we understand that your succession and the legacy of your client service represents one of the major professional and personal milestones in your life. Our expert consultants will spend meaningful time understanding your goals and work beside you through the entire process to achieve them. Once the best match buyers have been identified, we will send them an invitation to place a bid for your practice. Each potential buyer must submit a bid containing specif...

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andersonrichdevelopment.info

Acquisition and Legacy Planning

http://www.andersonrichdevelopment.info/index.php/services/succession-planning

Acquisition and Legacy Planning. Take our Quick Practice Assessment Click Here. Acquisition and Legacy Planning. A Key Management Group Transition Expert guides you through the complexities of preparing for and completing a practice acquisition or transition. A well executed plan provides for a smooth transition for both clients and advisors. It provides a game plan for both planned and unplanned events - death, disability, and retirement. Read about our Acquisition and Legacy Planning services below:.

andersonrichdevelopment.info

Advisor Legacy

http://www.andersonrichdevelopment.info/index.php/services/succession-planning/mergers-acquistions

Acquisition and Legacy Planning. Take our Quick Practice Assessment Click Here. For most successful advisors, leaving a legacy is the most important aspect when selling their practice. While price and terms are important, the fit. Between buyer and seller is the paramount consideration. Advisor Legacy (http:/ www.advisorlegacy.com). A web application by Key Management Group, provides a comprehensive platform to find the best match between the buyers and sellers of financial advisory practices. Generally,...

keymanagementgrp.com

Services

http://www.keymanagementgrp.com/index.php/services

Acquisition and Legacy Planning. Take our Quick Practice Assessment Click Here. Key Management Group has four main service categories. Each service is built to compliment the others for an additive, fully integrated solution. Services can be chosen individually, or combined for Our Comprehensive Solution, which includes: Executive Coaching, Practice Management, and Outsourcing Services. Personal and Professional Goals. Tracking All Open Tasks. Tracking RMDs, SPOs, and more. Profit and Efficiency Analysis.

keymanagementgrp.com

Advisor Legacy

http://www.keymanagementgrp.com/index.php/services/succession-planning/mergers-acquistions

Acquisition and Legacy Planning. Take our Quick Practice Assessment Click Here. For most successful advisors, leaving a legacy is the most important aspect when selling their practice. While price and terms are important, the fit. Between buyer and seller is the paramount consideration. Advisor Legacy (http:/ www.advisorlegacy.com). A web application by Key Management Group, provides a comprehensive platform to find the best match between the buyers and sellers of financial advisory practices. Generally,...

keymanagementgrp.com

Acquisition and Legacy Planning

http://www.keymanagementgrp.com/index.php/services/succession-planning

Acquisition and Legacy Planning. Take our Quick Practice Assessment Click Here. Acquisition and Legacy Planning. A Key Management Group Transition Expert guides you through the complexities of preparing for and completing a practice acquisition or transition. A well executed plan provides for a smooth transition for both clients and advisors. It provides a game plan for both planned and unplanned events - death, disability, and retirement. Read about our Acquisition and Legacy Planning services below:.

andersonrichdevelopment.info

Continuity Planning

http://www.andersonrichdevelopment.info/index.php/services/succession-planning/continuity-planning

Acquisition and Legacy Planning. Register for one of our upcoming Continuity Planning Webinars Click Here. Show that as few as 17% of financial advisors have an actionable succession plan, and fewer than half have a continuity plan to protect their heirs in the event of their death or disability. Given that one's financial planning practice is likely his/her largest financial asset, why would they not have a protection plan in place? Procrastination - finding the time to plan. KMG Turnkey Continuity Plan.

andersonrichdevelopment.info

Services

http://www.andersonrichdevelopment.info/index.php/services

Acquisition and Legacy Planning. Take our Quick Practice Assessment Click Here. Key Management Group has four main service categories. Each service is built to compliment the others for an additive, fully integrated solution. Services can be chosen individually, or combined for Our Comprehensive Solution, which includes: Executive Coaching, Practice Management, and Outsourcing Services. Personal and Professional Goals. Tracking All Open Tasks. Tracking RMDs, SPOs, and more. Profit and Efficiency Analysis.

keymanagementgrp.com

Continuity Planning

http://www.keymanagementgrp.com/index.php/services/succession-planning/continuity-planning

Acquisition and Legacy Planning. Register for one of our upcoming Continuity Planning Webinars Click Here. Show that as few as 17% of financial advisors have an actionable succession plan, and fewer than half have a continuity plan to protect their heirs in the event of their death or disability. Given that one's financial planning practice is likely his/her largest financial asset, why would they not have a protection plan in place? Procrastination - finding the time to plan. KMG Turnkey Continuity Plan.

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The secrets of storytelling. Ιουλίου 12, 2009. The Secrets of Storytelling: Why We Love a Good Yarn. Our love for telling tales reveals the workings of the mind. Popular tales do far more than entertain, however. Psychologists and neuroscientists have recently become fascinated by the human predilection for storytelling. Why does our brain seem to be wired to enjoy stories? And how do the emotional and cognitive effects of a narrative influence our beliefs and real-world decisions? Other research by Gree...

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Advisor Legacy

Welcome to Advisor Legacy. Where Selling a Practice is Not Just About Price". Sellers work directly with one of our succession planning experts to list their practices for sale on Advisor Legacy. Key Management Group helps sellers find qualified buyers who are the best match based upon a number of selection criteria. Why We Have Partner Firms. The BUYER worries less about client attrition because there is no need to transfer the book of business to another firm. 2017 Advisor Legacy Terms of Service.

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With so much of a business owner's net worth tied up within their business entity, the margin for error is razor thin. Advisor Lifecycle provides practice based businesses with a unique set of custom tailored consulting services designed to meet your specific stated goals. Whether your a financial advisor, investment manager, accountant, lawyer or medical practitioner, our team of consultants can help you. Form a business entity. Lay out near-term and long-term strategic goals. Execute a transition plan.

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