Book of Donmon Teith

The Authoritative M&A Guide for Financial Advisors Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial

Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—wa

This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becomi

When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consulta

A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuations Why do ten pe