An industry expert urged advisors to step up their game during IAFP's 2021 symposium
Fewer advisors report having a succession plan in place this year, but advisors who have a plan are happy with their firms’ support
Know the difference between your strategic plan and your business plan — and many other plans
As a business’s value drops, opportunity arises
Less than one-third of advisors have continuity plans, according to research from FP Transitions
Helping business-owner clients transfer their businesses can enable you to end your career on a high note
Advisors are gradually awakening to the necessity of planning their transition from their practices, but the job is far from done
Don’t leave your dependents in the lurch
You can play a dual role — both coach and quarterback — to help your business-owner clients create an estate plan
While you may have a strong motivation to have the kids take over your practice, family successions don't always work out as planned