We have all heard the phrase, ad nauseam, "Do what you do best." Focusing on what we are best at seems almost impossible as the business of being a financial advisor grows more complicated every year.

Most advisors have a number in their head. What they rarely have is an honest look at the gap between that number and what a buyer would actually put on the table. At some point, almost every advisor I have worked with has told me what they think their practice is worth. Sometimes it is […]