More than curb appeal
Husband-and-wife co-authors outline a process for making your business attractive to potential buyers. You should consistently work on preparing your practice for sale
- By: George Hartman
- August 23, 2012 November 6, 2019
- 23:00
Husband-and-wife co-authors outline a process for making your business attractive to potential buyers. You should consistently work on preparing your practice for sale
If you use multiple accounts on various social networks, social media management tools are a must-have
Can the 50-year-old office manager and animal lover afford to take a position at a veterinary clinic for less money and fewer benefits, yet still…
To make a smooth transition, you need to do a little planning
Daryl Diamond specializes in creating tax-efficient strategies for clients in the disbursement phase of their lives
Rookie advisors often sabotage their careers by making simple, common mistakes. Here are some of the missteps newcomers frequently make, and ways to avoid them
A new mystery novel places an intrepid financial advisor and an orphaned boy at the centre of a nefarious plot involving murder and deceit
Making best practices a matter of reflex rather than conscious decision brings success
It might be flattering to get an out-of-the-blue offer to purchase your practice. But before deciding whether to begin serious negotiations, here are several factors…
With the economy in the doldrums and clients complaining about lousy market performance for so long, it's understandable if you're down in the dumps
Although recent research has found that excessive exercise can lead to permanent scarring of the heart in some people, don't put down your running shoes…
To protect your clients, your staff, and your legacy, you must put together a suitable succession strategy years before you plan to make your exit
Once you have decided to switch to a fee-based practice, the next question is how much should your clients pay for your services. There are…
A key component of a valuable financial advisory practice is a healthy pipeline of prospects. Maintaining that pipeline means reaching out to potential clients who…
A childless couple in their late 80s want to donate much of their considerable wealth to charity and still have enough for their own needs.…
Olympic gold medallist Marnie McBean outlines a strategy for setting and achieving goals that can be applied to business - or any aspect of life
With an open door for anyone who wants to do business with him, Mike Himmelman doesn't focus on niche markets, demographic groups or income levels.…
Offering effective philan- thropic strategies can strengthen client relationships and provide real tax savings. Some clients’ situations make them more receptive than others to a…
Before you trust your sensitive data to offsite storage providers via the Internet, make sure you have added safeguards of your own. Despite the many…
A road trip with children is a classic summer vacation option. But be prepared
The conventional idea that retired clients can withdraw 4% of their capital annually and not outlive their savings is being revised. Instead, retirees should cut…
An advisor is apprehensive about telling his clients about his planned transition to a fee-based practice. A structured approach to presenting the proposal as a…
Meeting with retired clients to discuss issues that are important to them sets the stage for those clients to bring in more of their own…
Successful veteran advisors share their strategies for staying positive and retaining clients - through good times and bad
As the low interest-rate environment puts the squeeze on insurers, policy options such as return of premium and guarantees have been reduced or eliminated. That…