succession planning | Resilient Advisor

2018 M&A Trends Financial Advisors Need To Know With Phil Flakes

Phil Flakes is the CEO of Succession Link, a firm that specializes in peer to peer transactions for financial advisors, insurance practice a

Succession Planning Issues For Financial Advisors with Joel Beck

Without a succession plan, you are inviting a business and financial catastrophe. Your family will not maximize your years of hard...

Issues to Consider When Breaking Away with Attorney Joel Beck

The decision to breakaway from your firm is never an easy one. Is the grass really greener? Have you considered all of the new roles and...