OUR STORY
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According to Accenture, $30 trillion of intergenerational wealth is about to exchange hands. Research from Pershing Advisors suggests that the wealth management industry will need to add 237,000 advisors over the next decade just to maintain current levels. We call this The Great Transition. This is why financial advisors need to know the key drivers of their business. It is our mission to help everyone in the Wealth Management Industry to maximize the return they get from either selling, buying, or optimizing their current business.
