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Perspectives

Secure Your Legacy: The Importance of a Succession Plan

Have you planned for your future as carefully as you plan for your clients’? Discover why a strong succession plan is key to protecting your clients, preserving your practice’s value, and achieving your personal goals. Learn from real-life success stories and explore tools like Succession Link to start securing

Efficiency in Action: How Advisors Are Saving Time

By Private Advisor Group’s Advisors and Engagement & Growth Leaders Operational excellence doesn’t always require sweeping change. Sometimes the biggest impact comes from small shifts—tweaking how you work, leaning into the tools you already have, and removing friction wherever possible. So, we asked: What’s one time-saving tactic you or your team has implemented this year?… <a class="more-link" href="https://www.privateadvisorgroup.com/perspectives/efficiency-in-action/">Continue reading <span class="screen-reader-text">Efficiency in Action: How Advisors Are Saving Time</span></a>

Succession Without Stress: Planning on Your Terms

By David Carratt, CFP® | Director of Advisor Growth and Engagement If you’re like many advisors, you have spent years building your business by serving clients, generating income, and creating something truly valuable. But when it comes to thinking about retirement or stepping away, the idea of succession planning can feel overwhelming. It’s often… <a class="more-link" href="https://www.privateadvisorgroup.com/perspectives/succession-without-stress/">Continue reading <span class="screen-reader-text">Succession Without Stress: Planning on Your Terms</span></a>

Legacy Looks Different Now

Legacy looks different now—as next-gen leaders like Patric Hyland and Patrick Sullivan show, it’s not about inheritance, but intentionally building success through values, vision, and their own distinct paths.

AI for Real Growth: Advice from Financial Advisors

Artificial intelligence (AI) is no longer a futuristic concept for the financial services industry—it’s become a powerful tool for real-time productivity and enhanced client service. According to Accenture, over half of financial advisors believe that AI will transform the future of financial advice within the next three years.

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