
Sign up to save your podcasts
Or


Are you considering buying another advisor's book or selling your own? Lloyd Sprague is an advisor at True Wealth Advisors with LPL in Colorado. Since joining True Wealth in 2017, Sprague has acquired seven other practices. In this episode, he shares about how to find a book that makes sense for you to buy, engage with a selling advisor, transition new clients over and position your own practice for acquisition. For more, visit PracticeLab.com.
By Capital Group4.8
1818 ratings
Are you considering buying another advisor's book or selling your own? Lloyd Sprague is an advisor at True Wealth Advisors with LPL in Colorado. Since joining True Wealth in 2017, Sprague has acquired seven other practices. In this episode, he shares about how to find a book that makes sense for you to buy, engage with a selling advisor, transition new clients over and position your own practice for acquisition. For more, visit PracticeLab.com.

1,710 Listeners

965 Listeners

4,363 Listeners

277 Listeners

1,037 Listeners

667 Listeners

2,118 Listeners

1,297 Listeners

244 Listeners

1,572 Listeners

111 Listeners

129 Listeners

83 Listeners

144 Listeners

40 Listeners