Easily sell your financial advisor book of business

Whether you're planning for retirement or simply exploring new avenues, Savvy can act as a reliable partner for financial advisors considering selling their practice. Savvy helps make the selling process seamless with fair valuations and smooth transitions for your clients.

Connect with our team

How to sell your financial planning business

You've worked hard to build your financial planning practice. Now, let us build you a well-crafted exit strategy that looks to maximize your life's work. Our seasoned team guides you through every step of the process, from valuation to sale, working to get you the value you deserve and a succession plan that makes sense.

Schedule a Demo

Seamlessly Transition
Your Clients to Savvy

Before start date

Meet Your Dedicated Transition Partner

Coach through resignation (if applicable)
Develop client communications strategy taking into account any applicable post-employment restrictions.
Operations team to develop personalized transition plan
Experience Savvy client onboarding
Provide your system preferences— PC vs Mac, preferred phone number area code

Start date

Begin Transition Process

Advisor receives pre-configured work computer
Transition Partner kicks off IAR registration process
Begin executing on client outreach and transition plan
Introduction to your dedicated Client Associate
Operations to begin pre-filling client onboarding documents
Marketing to start developing your personal landing page
Introduction to Savvy onboarding curriculum

1st week

Book Transition Underway

Registrations completed
Operations team begins onboarding clients; first set of clients onboarded
Continue client outreach
Onboarding curriculum underway
Introduction to the Savvy Investments team

2nd week

Book Transition Continues

Advisor onboarding curriculum completed
Operations to continue onboarding clients; more clients fully onboarded
Continue client outreach
Compliance requirements completed
Get to know the broader Savvy team and capabilities

1st month

Book Transition Complete

Advisor completes onboarding curriculum
Clients fully transitioned to Savvy
Advisor is proficient with and feels comfortable leveraging the Savvy technology platform and operations support

NAVIGATE THROUGH OUR BEST PRACTICES

Receive a fair business valuation

We believe in transparent, equitable valuations that reflect the true worth of your financial planning practice. With Savvy, you're not just another number. We engage with independent third parties to offer you a fair valuation with underwriting that considers not just your current portfolio and AUM, but the intrinsic value of your client relationships.

Backed by strong financial stability

A solid financial foundation ensures that we're not just acquiring your business; we're making a long-term investment. Unlike many buyers who might stretch their resources thin, Savvy boasts a strong financial backing, working with both M&A professionals and independent third-parties to ensure we become a reliable partner for your practice’s future.

Smooth transition for your clients

The most critical aspect is a smooth transition for your clients. Savvy understands the bonds you've built over the years, and we strive to maintain those relationships with the same level of expertise and care that you've provided. Our proprietary digital onboarding for clients takes less than 15 minutes, combining many aspects of the onboarding prospects into a single user experience.

Connect with us

Ready to take the next significant step in your career? At Savvy, we're not just buying your practice; we're investing in a legacy—yours. Contact us today to discover how we can make your transition as beneficial and seamless as possible.

Become a client

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FAQ

How to get clients as a financial advisor?

The best ways for financial advisors to get clients include defining your niche and ideal client persona, boosting your online presence through content marketing and social media, networking with centers of influence, and leveraging client referrals. It's also important to have a strong pitch that clearly communicates your value proposition. Consistently providing value by solving your ideal clients' biggest problems can help build trust and credibility over time.

How to generate leads for financial advisors?

Effective lead generation strategies for financial advisors include content marketing through owned channels like blogging and email newsletters, social media prospecting, hosting educational events, attending networking events, asking for referrals, buying leads through platforms like Facebook and LinkedIn ads, and leveraging sales intelligence tools to identify qualified prospects.

How to grow your client base as a financial advisor?

To grow your client base as a financial advisor, focus on niche services, provide an excellent client experience, continually add new clients, ask existing clients for referrals, expand your geographic radius, and leverage digital channels to attract the next generation. Celebrating client milestones also provides opportunities to request introductions to friends and family.

Best lead generation companies for financial advisors?

Top lead generation companies for financial advisors include The Sales Accelerator, Facebook and LinkedIn ads, Thrive Agency, and Cleverly. These companies provide exclusive, high-quality leads through platforms like social media ads or customized outreach campaigns. Sales intelligence tools like Cognism and intent data providers are also valuable for identifying qualified prospects.

How to prospect as a financial advisor?

Effective prospecting approaches for financial advisors include niche marketing1, asking for referrals, attending networking events, hosting seminars, cold calling, content marketing, social media, and leveraging centers of influence for introductions. Having clear prospecting goals and a plan is key.

What is the best financial planning software?

Top financial planning software provides goals-based planning, cash flow analysis, retirement planning, investment analytics, and portfolio rebalancing. eMoney Advisor, MoneyGuidePro, and RightCapital are among the highest rated solutions that enable advisors to create comprehensive financial plans for clients.

What is financial planning software?

Financial planning software provides advisors with the tools and capabilities to create comprehensive financial plans tailored to each client's unique goals and situation. Key features include cash flow analysis, retirement planning, investment analytics, insurance needs analysis, estate planning, and tax planning.

What is a financial planning tool?

A financial planning tool is any software, calculator, or resource that helps advisors analyze a client's financial position and provide recommendations around goals like saving for retirement, education funds, or legacy planning. eMoney Advisor, MoneyGuidePro, and RightCapital are leading financial planning tools with robust goal planning and analytics capabilities.