John Galt Institute, Inc
Why pick this one
John Galt Institute provides a unique 3.5X practice succession valuation solution and is focused on fiduciary compliance.
Best for
- advisors seeking fiduciary compliance
- financial practitioners aiming to increase AUM
- professionals needing succession planning
Look elsewhere if
- looking for general estate planning services
- individuals not involved in financial advising
What makes them different
- provides a 3.5X practice succession valuation optimization solution
- offers exclusive 'Private Estate Reception™' syndicated estate enrollment events
- counsels on SEC's Reg BI compliance necessities
- emphasizes preemptive arbitration for fiduciary standards
- aligns with Marcus Lemonis's 3P principles: People, Process and Product
Distilled from this business's own website.
Contact & Location
- Address
- 101 N Tryon St Ste 600, Charlotte, NC 28246
- Phone
- 7044123886
- Website
- https://estatetransformation.com/
Services
- estate transformation
- fiduciary compliance
- practice optimization