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
As shocking and sudden as the departure may seem, chances are you missed some of the signs that you were no longer the centre of that client's financial universe. Here are some ways to prevent defections
A new mystery novel places an intrepid financial advisor and an orphaned boy at the centre of a nefarious plot involving murder and deceit
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 to consider. Remember, price is not the sole issue
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 many factors to consider in arriving at a fee structure that's fair to both you and your clients
Olympic gold medallist Marnie McBean outlines a strategy for setting and achieving goals that can be applied to business - or any aspect of life
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 win/win situation is likely to yield the best results
Scott McKain's book identifies the ways that sameness can undercut your business and outlines methods for achieving the business distinctiveness that can lead to great success
Knowing most of your neighbours, and running into them frequently, can create special opportunities for advisors who live and work in small communities. Find out about the special ways you can connect with your neighbourhood clients
This book dealing with decision-making is useful in an era when many advisors do not receive formal sales training