Videos, resources, and accredited CE content with one goal in mind: Educating you on Transition.
Proprietary tools like our Rule of Thumb Valuation Tool will assist in benchmarking your practice.
Sophisticated match making, instant messaging, and private curated auctions - a variety of ways to find your ideal match.
We make setting up your profile completely painless. In fact, book a concierge appointment and we'll do some of the heavy lifting for you!
We work in an industry where we give advice on succession and business continuity for a living, yet over 80% of advisors don't have a written & actionable plan. Learn about transition & succession via:
Whether you're looking to buy, sell, merge or grow your practice we put you in control by giving you the tools you need to unearth relationships with other advisors with similar interests.
When your clients know you’re gone, they’re motivated to look for someone else; the advisors in the marketplace know you’re gone, and they’re motivated to get your client. How long is your client going to stay (with your practice)?”
— Tony Bosch, EVP, HUB Financial Inc. on importance of planning
It's comforting to have partners who want to align forces with the intention of enhancing each other`s business.
— #FB491665, Ontario
It is incredible that a company would put such an effort into creating this kind of a platform, it speaks to HUB's dedication to its advisors. It makes ultimate sense and is very timely.
— #FB7615414, New Brunswick
