PPC LOAN Named A Finalist For The WealthManagement.com 2022 Industry Awards

June 1, 2022 – The Woodlands, Texas: PPC LOAN named finalist in the prestigious Wealthmanagement.com Industry Awards for its initiative, “Creating a Path to Ownership for Nextgen Advisors Through Affordable Financing and Education.” Since its inception, hundreds of advisors have taken advantage of the educational resources while the number of loans for equity purchases among Nextgen advisors increased 33%.

With the advisor industry facing a leadership cliff, PPC LOAN enhanced and rebranded its equity purchase loan program, now known as Nextgen LoansTM. The goals for the initiative were to help bridge the leadership gap in the advisor industry and help design phased successions that were affordable for the Nextgen advisor and financially lucrative to the founding advisor. Since enhancing the Nextgen offering and launching an aggressive campaign in 2021, Nextgen LoansTM have increased by 33%. In all cases there was no down payment requirement for the Nextgen Advisor, making it an accessible option for advisors of all backgrounds. Of the loans funded, 20-25% were for female advisors purchasing equity in the practice. PPC LOAN team leaders have also delivered more than half a dozen panels or presentations for industry conferences such as the Devoe & Co G2 Summit and co-developed  a number of articles and white papers including Creating a Path to Ownership and The Leadership Cliff.

As a finalist, PPC LOAN will be featured in the Wealthies Circle on Wealthmanagement.com and is invited to attend the Awards ceremony taking place in New York City on September 8th. The winners for each category will be announced during the ceremony, which is held at the Ziegfeld Ballroom and preceded by a day filled with presentations and discussions on the latest technology along with networking. The organizers received over 1,000 entries in total from over 350 companies across the industry. PPC LOAN is one of two finalists in the category of Investment banks/Lenders/Succession Planning Experts. View the full list of finalists.


Since 2007, PPC LOAN has been empowering financial advisors with tailored financial solutions for acquisitions, equity purchases, refinancing, and other capital needs. Our consultative approach and industry experience ensure that we can develop flexible solutions for financial advisors of every size. With a strong commitment to transparency, trust, and building relationships, you will always know that we are working in your best interest. To learn more about our lending solutions for financial advisors, visit https://investment-advisors.ppcloan.com.