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The emotional aspects of making the transition to retirement can be the most challenging of all. The cases of two advisors demonstrate the importance of defining what retirement means to you

  • March 29, 2018 November 6, 2019
  • 00:10

Although some advisors view the advent of technology as a threat to their existence, others foresee collaboration between the power of technology and the professional judgment of a human advisor

  • February 15, 2018 November 9, 2019
  • 00:11

Several trends shaping the financial advisory business will affect your practice. The keys to coming out ahead lie in improving your service and embracing technology

  • February 5, 2018 November 6, 2019
  • 00:11

The valuation of a financial advisor's book of business for a divorce settlement must be based on a proven methodology that brings appropriate perspective and rationality to the discussion

  • December 1, 2017 November 6, 2019
  • 00:50

Outsourcing some aspects of a financial advisory practice is becoming increasingly popular because there are more options available and technology has made delivery of services faster and less expensive

  • September 21, 2017 November 6, 2019
  • 23:50

Early valuations and regular reviews can help you determine whether you can make the transition to retirement at any time. You also can account for changes - both internal and external - that may affect the value of your business

  • July 27, 2017 November 6, 2019
  • 23:45

The starting point for any business owner is his or her vision of the future - what the advisor wants his or her world to look like at some point down the road

  • June 22, 2017 November 6, 2019
  • 23:45

Making sure your plans to sell your business are under wraps is critical, especially in the early stages. Here are some strategies to help you prevent leaks of private information that could sabotage your plans

  • May 31, 2017 November 6, 2019
  • 23:45

When hammering out a plan to join forces with another advisor, your experience in bargaining with clients and others may help you strike a deal. Start by asking yourself: "What is the alternative?"

  • April 27, 2017 November 6, 2019
  • 23:45

Several factors, both internal and external, will determine when you should sell your practice. To help ensure you make the right decision, you must ask yourself some key questions

  • March 30, 2017 November 6, 2019
  • 23:40