Rick Kent
Such a move can be the rocket fuel to grow a meaningful practice with long-term growth potential and a recession-proof business model.
If you're thinking of selling, you should be considering factors like the rate at which your firm is growing, your relationship with your employees, the age of your clients and the state of your tech stack.
If a super-OSJ switches broker-dealers, overhauls its business model or ends up being acquired, that could be disruptive for the advisers that work with it.
