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Recent Articles

What Do You Want Your Financial Services Firm to Look Like?

Vertex Planning Partners
February 19, 2025

What to Do When the Death or Disability of a Team Member Threatens Your Business

Vertex Planning Partners
February 5, 2025

What Happens to My Employees If I Sell My Financial Services Firm?

Vertex Planning Partners
January 24, 2025

What Happens to My Clients If I Sell My Financial Services Firm?

Vertex Planning Partners
January 13, 2025

You’ve Decided to Sell Your Financial Services Firm! Now What?

Vertex Planning Partners
January 3, 2025

The Pros and Cons of Working for a Large Financial Services Firm

Vertex Planning Partners
August 26, 2024

Pros and Cons of Owning Your Own Financial Services Firm

Vertex Planning Partners
July 26, 2024

How to Use Technology to Build Better Relationships with Your Clients

Vertex Planning Partners
June 26, 2024

How to Tell if You’re Ready to Own Your Own Financial Services Firm

Vertex Planning Partners
May 26, 2024

How to Create a Succession Plan for Your Financial Services Firm

Vertex Planning Partners
April 26, 2024

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