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Latest news in Practice Management
When your child isn’t fit to be your successor
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
- By: Melissa Shin
- May 29, 2023 May 31, 2023
- 12:14
Tips for advisors starting the succession planning process
Thinking about retirement doesn't have to be difficult
- By: Katie Keir
- November 22, 2021 November 19, 2021
- 09:04
Practice assessment tips for advisors working on succession
An expert explains how and why to prepare details about your practice and clients
- By: Katie Keir
- November 22, 2021 November 19, 2021
- 09:02
Choosing and working with a successor for your practice
Tips for finding the right person
- By: Katie Keir
- November 22, 2021 November 19, 2021
- 09:00
Succession planning tips from advisors
The succession planning process can be difficult, so plan ahead as much as possible
- By: Daniel Calabretta
- October 19, 2021 October 19, 2021
- 10:00
Stop putting off succession planning
An industry expert urged advisors to step up their game during IAFP's 2021 symposium
- By: Katie Keir
- September 24, 2021 September 24, 2021
- 15:29
Making financial advice a family matter
Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances
- By: Jeff Buckstein
- August 30, 2021 August 30, 2021
- 00:08
Protecting yourself from claims when clients are stressed
Dissatisfied investors may confront advisors due to poor performance
- By: Michelle Schriver
- June 10, 2020 June 10, 2020
- 09:34
To be continued
Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19
- By: Greg Dalgetty
- June 5, 2020 June 10, 2020
- 00:17
Coach’s Forum: Make the transition to “transition coach”
Helping business-owner clients transfer their businesses can enable you to end your career on a high note
- By: George Hartman
- June 5, 2020 June 10, 2020
- 00:16
Post-traumatic growth webinar
In this webinar replay, learn how living through a crisis can make both you and your company stronger
- By: IE Staff
Advisors turning to webinars to educate clients
Online education also provides opportunity for prospecting
- By: Mark Burgess
- April 13, 2020 April 13, 2020
- 13:28
How to prioritize the time you spend with clients
Segmenting your book can help you serve clients better
- By: Mark Burgess
- December 2, 2019 December 2, 2019
- 10:56
Insights from an audit of a referral business
CSA reforms on referral arrangements have been put on the back burner — for now
- By: Michelle Schriver
- October 31, 2019 October 31, 2019
- 10:36
Tech Tips: Getting the most from your Wi-Fi
A mixture of the latest wireless networking standard and some configuration tricks can ensure that you have excellent coverage throughout your office
- By: Danny Bradbury
- May 3, 2019 November 6, 2019
- 00:10
Surveying the competitive landscape of wealth management
A look at the opportunities and risks advisors face
- By: Michelle Schriver
- May 2, 2019 October 30, 2019
- 12:11
How advisors can protect themselves from E&O claims
Tips on how to avoid claims, and what to do when claims arise
- By: Michelle Schriver
- April 29, 2019 October 30, 2019
- 09:00
How to become a new economy advisor in five steps
CEO of The Big Idea Company shares tips on client engagement
- By: Michelle Schriver
- April 26, 2019 October 30, 2019
- 11:15
Your clients and mental health
Problems such as depression and addiction can affect a client's ability to make financial decisions
- By: Leah Golob
- March 8, 2019 November 6, 2019
- 15:10
Ten essential practice technologies
Advisors who embrace technology experience deeper client relationships, greater efficiency and growing businesses. Here's a look at the top tools for a sound, tech-based practice
- By: George Hartman
- February 12, 2019 November 6, 2019
- 00:12
Tech Tips: Top tech mistakes
Careful planning will save time, money - and aggravation
- By: Danny Bradbury
- February 12, 2019 November 6, 2019
- 00:11
Europe Blue-Chip Dividend & Growth Fund confirms termination date
Closed-end fund units will be redeemed on March 29
- By: IE Staff
- January 24, 2019 November 10, 2019
- 09:27
A cure for yearend gloom
This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…
- By: George Hartman
- October 26, 2018 November 6, 2019
- 00:05
Tech Tips: Get your email under control
There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…
- By: Danny Bradbury
- October 26, 2018 November 6, 2019
- 00:04