Is your practice prepared for the “next normal”?
Now may be the time to reconsider your approach to marketing and client relationships
- September 21, 2020 September 18, 2020
- 00:05
Now may be the time to reconsider your approach to marketing and client relationships
You and your staff may want to continue working from home once the pandemic is over — which could have major implications for how you structure your practice
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
What financial advisors can expect at each stage of growth
Many factors can affect the price your practice will command, but the amount of recurring revenue is one of the most important
To work more efficiently, focus on courting prospective clients who meet your criteria
While you may have a strong motivation to have the kids take over your practice, family successions don't always work out as planned
There is a natural order to the creation of a long-term plan for any business. Begin your planning with a clear vision of what you want your business to look like down the road
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