
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Should financial advisors sell a minority stake in their practice? With independent broker-dealers and private equity firms increasingly offering “sell and stay” minority investment deals, many advisors are being presented with an opportunity to monetize 10–30% of their business - without changing firms. On the surface, it sounds simple. Take chips off the table. Get growth support. Keep control. But is that really how it works?
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