Business Insights and Opportunity Preparation Form

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We literally wrote the book on profound succession planning

Business Insights and Opportunity Preparation Form

Almost all IFAs we’ve spoken to about their businesses have one thing in common: They want to have a business that will last beyond their living years. We have proven time and again that we can, indeed, turn their practice into a business, with benefits now, and into the future.

Existing succession solutions, however, generally value financial advisors’ businesses at below a three-times multiple of revenue. In our experience, this is simply not enough.

The dream of realising ambitions by maximising rewards doesn’t have to end with a dream. By joining an ecosystem that is structured, capable and fulfills the parts of your practice that don’t make the most sense for you to fulfill, will result in more successful clients, more engaging conversations, and a lifelong business that becomes a joy to work in again.

From Self-Employed to Business Owner: The Financial Advisor’s Guide To Lifelong Revenue

Our proven model of succession planning allows client-facing advisors to migrate to being true business owners. For those who are still working, becoming part of GCI makes it possible to do more business development and see more clients, while being confident that back-office functions like admin and support are taken care of.

Our model has already allowed participating advisors to retire from their businesses, without touching their savings, and has allowed active advisors to scale their businesses to new heights.

For their clients, it ensures continuity of service from a familiar brand, without interruption or confusion, continuing relationships that have been built over time.

To find out why we created our model, and how we make it happen, complete the form on the right and get your free PDF version of “From Self-Employed to Business Owner” today.

Or, if you’re already convinced, contact co-author Joshua Marran (click here) for a no-obligation Financial Advisory Business Insights & Opportunity Review.

succession plan with GCI