Knowledge Center

The Wilshire Advisor Solutions Knowledge Center contains our video presentations, white papers, monthly and quarterly market commentaries, and product literature.

MORE IN THIS CATEGORY: Practice Management, White Papers
25 Latest Articles

  Thinking About Retirement? Best Practices for Adding Value to Your Practice Today (pdf)

What is your practice worth? Not what you think it’s worth, but what someone would actually pay for it. Chances are you weren’t handed a flourishing book of business from a family member or an in-law. Most likely you’ve spent years building your book of business, growing clients’ assets, and creating a successful practice for you and your family. So now that you are thinking about retirement, how can you quantify all of the years of work that you have devoted to the making of your business? What are the best practices to incorporate into your business now that will make things easier on you, and more importantly your clients, when you ultimately retire? And finally, are you confident that the business decisions you are making today are going to garner the highest possible value for your practice in the future? ...

MORE IN THIS CATEGORY: Practice Management, White Papers
Recent Articles
divider
Recent Articles
divider
Recent Articles
divider

Wilshire Associates
COVID-19 Dashboard

Coronavirus Timeline, FAQ, and Market Commentary