Ep. #16: Taking Over an Established Practice - Irfan Bhabhrawala, CFP® 2x5f

Practical Wisdom from A Financial Advisors

12/12/2020

Many fee-only planners build their own practices from scratch, or with client relationships...

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? 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 ed that same firm as an employee and then bought it from his family's advisor. To learn more about the A, please visit www.Alanners.org. To learn more about Irfan Bhabhrawala, please visit www.ArborFinancial.com.

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