Average advisor age
in 2020
Percent of advisors retiring within 10 years

More advisors than ever are expected to retire in the next decade.

In response, financial services firms have become extremely creative when customizing succession plans for advisors seeking a transition into retirement. Advisors want confidence that valued clients are with the best firm to continue a legacy of responsible wealth management and excellent service. With more flexibility in terms of shortened contracts and lucrative offers, there has never been a better time to explore exit strategies.

Let Toby Richey & Associates navigate the landscape of opportunities that are available to you.

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