Over the past few months, we have had conversations with six advisors considering selling part of their business. The reasons slightly varied, but there was a consistent theme: they were stretched too thin, and their clients, businesses, and, in some cases, their health were all negatively affected. These conversations are what led us to launch the Advisor Client Partnership Program, a way for advisors to focus on their top clients, free up their time, and monetize the rest of their business through a partial business sale.

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