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Adam Spence: Are you a Part of a Firm You are Proud Of?
April 28, 2026
Brian Davis: What to do When You’ve Hit a Client Service Ceiling
April 28, 2026
Doug Lockwood: How to Transition Your Clients to Someone Else
April 28, 2026
Why You Won’t Regret the Right Partnership
April 29, 2026
Succession Success May 2026
May 8, 2026
What Will Partnership Actually Look Like?
May 11, 2026
Succession Success June 2026
June 15, 2026
Credent Wealth Merges Record Three Firms in 2022
November 12, 2025
Credent presented me with multiple options for either merger or acquisition, depending on what I wanted for the next stage…
Personal Wealth Partners Merger
November 12, 2025
July 13, 2022, FORT WAYNE, INDIANA — Credent Wealth Management has announced a merger with Personal Wealth Partners. Personal Wealth…
Succession Success: Credent Advisor Solutions
November 11, 2025
Chief Business Officer Joe Haupert and Credent Advisor Solutions Relationship Manager Nicole Hansen introduce the latest options for advisors looking…
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