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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 December 18, 2017
  • 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 December 18, 2017
  • 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 December 18, 2017
  • 23:40

The technological revolution will have a profound effect on the way advisors run their businesses - from compensation models and compliance to products. The way you handle that change will make or break your practice

  • March 1, 2017 December 18, 2017
  • 00:45

Advisors will continue to have an important role in an increasingly technology-dependent world. The job will be to engage clients in determining the best courses of action to meet their goals

  • February 15, 2017 December 18, 2017
  • 00:40

The way you compensate your team can have a profound effect on your staff's morale and productivity, as well as your profitability. There are many ways to reward your staff with incentives and bonuses

  • February 1, 2017 December 18, 2017
  • 00:30

Figuring out how much your business is worth is both an art and a science. Once you understand the five principles of practice valuation, follow these steps to determine an appropriate price range

  • December 22, 2016 December 22, 2016
  • 00:50

Arriving at a fair value for your practice is one of the most critical aspects of succession planning because it has a major impact on both an emotional and a financial level

  • November 25, 2016 November 25, 2016
  • 00:40

A well thought-out business plan will take you further than arbitrary growth targets set with no strategy for reaching them. These paths toward growth carry varying degrees of risk

  • October 31, 2016 October 31, 2016
  • 23:50

An advisor's 55th birthday and 25th anniversary in the business inspires questions about the development of a succession plan. The best advice combines the benefits of early planning with the reality of life

  • September 27, 2016 September 27, 2016
  • 00:30