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Practice Acquisition Case Study

In Practice Acquisition by Hayley Gruenberg

Buying an existing practice is a logical way for a financial services firm to grow. According to FP Transitions, the industry’s largest provider of financial practice transition services, there is a significant desire among financial service professionals to grow through acquisitions. As an example, FP Transitions reports a ratio of 51 inquiries for each practice listed for sale. (FP Valuation …

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Get to Know Cooper McManus

In About Us by Hayley Gruenberg

Meet Arthur Cooper and David McManus Arthur Cooper, CFP® Managing Director The day a client stormed out of a meeting, proclaiming it had been a total waste of time changed Arthur’s life. It was November 1989, and he had spent the past four years at a national financial services company that expected him to promote their own interests. Something clicked that …

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The Bold Advisor

In The Bold Advisor by Hayley Gruenberg

Why I Left Edward Jones to Start My Own Firm … And How You Can, Too The process that I went through to leave Edward Jones and join the world of independents turned out to be a far more difficult ordeal than I could have ever imagined. It subjected me—and my family—to a significant amount of stress as a result …