25 min
Ep. #16: Taking Over an Established Practice - Irfan Bhabhrawala, CFP® Practical Wisdom from ACP Financial Advisors
-
- Business
Many fee-only planners build their own practices from scratch, or with client relationships developed at a prior employer. But what's it like to buy an established practice from someone else? Join us as Irfan Bhabhrawala, CFP®, Owner of Arbor Financial in Ann Arbor, Michigan, describes his experience seeking a firm to advise a family member. In time, he joined that same firm as an employee and then bought it from his family's advisor.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Irfan Bhabhrawala, please visit www.ArborFinancial.com.
Many fee-only planners build their own practices from scratch, or with client relationships developed at a prior employer. But what's it like to buy an established practice from someone else? Join us as Irfan Bhabhrawala, CFP®, Owner of Arbor Financial in Ann Arbor, Michigan, describes his experience seeking a firm to advise a family member. In time, he joined that same firm as an employee and then bought it from his family's advisor.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Irfan Bhabhrawala, please visit www.ArborFinancial.com.
25 min