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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 January 10, 2019
  • 00:30

Once you have identified the quality that sets you apart from the crowd, your next challenge is to tell your story to your target market. Try this four-point approach to reach as many quality prospects as possible

  • August 25, 2016 January 10, 2019
  • 23:30

A checklist can help you decide which factors are the most important when you are considering purchasing a well-established practice. What is key is to keep your own priorities firmly in mind

  • July 28, 2016 January 10, 2019
  • 23:50

When asked by prospects to explain what differentiates you from your competition, chances are your answer will sound all too familiar. This five-step process can help you identify and articulate your unique strengths

  • June 23, 2016 January 10, 2019
  • 23:00

A young advisor set out to build a practice to which retiring advisors would be proud to transfer their clients. The result is a “virtual office” practice that serves a niche market and has low costs, growing assets under management and recurring revenue

  • May 20, 2016 January 10, 2019
  • 00:00

A young advisor set out to build a practice to which retiring advisors would be proud to transfer their clients. The result is a "virtual office" practice that serves a niche market and has low costs, growing assets under management and recurring revenue

  • May 19, 2016 January 10, 2019
  • 23:35

If your practice is growing beyond your ability to maintain a high level of service for your clients, you may need to hire someone to manage the people, the processes and the projects of your business

  • April 21, 2016 January 1, 2019
  • 23:00

The period leading up to your succession is not a time to slow down rather, work harder to increase the value of your business. And you have to make sure your team members are planning to stay on board through the transition

  • March 27, 2016 January 1, 2019
  • 23:00

Almost everything that's written and presented on the topic of succession planning offers advice to advisors who are leaving the business. But the role of the successor can be difficult if both parties fail to plan properly

  • February 26, 2016 January 1, 2019
  • 00:00

Many successful entrepreneurs reach a point in their careers at which they find themselves dogged by administrative duties while doing less and less of the work they love. You can overcome this funk, but you must be prepared to change

  • February 1, 2016 January 1, 2019
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