Coach’s Forum: Beginning the succession dialogue
Advisors are gradually awakening to the necessity of planning their transition from their practices, but the job is far from done
- March 6, 2020 March 5, 2020
- 00:05
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
New book highlights the core issue that threatens client/advisor relationships
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 in the coming year
The decision to make your exit now or wait five years isn't binary. Many variables could affect the outcome of your choice