Want To Increase Your Succession Payout by 288%? Consider Dual-Monetization

Succession planning is of paramount importance to every advisor as it is a direct, financial reflection of the valuation for an advisor's book of business and lifetime of hard work and achievement. Yet the fact is, the cookie cutter approach for succession planning which most firms offer - and which most advisors are familiar with - simply isn't the best way. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined at the whiteboard by COO Dale Dempsey to discuss the innovative strategy Frank has trademarked called dual-monetization. Dual-monetization is a potentially lucrative strategy as it allows an advisor to capitalize on both transition and succession bonuses. Join Frank and Dale as they crunch real numbers and show how the dual-monetization approach can realize a massive increase to your succession payout upon retirement.