So you want to buy another advisor’s practice, with Lloyd Sprague

PracticeLab - A podcast by Capital Group

Categories:

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.