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Financial Advisor
October 2010
David Lawrence
A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action. mark for My Articles similar articles
Financial Advisor
December 2009
David J. Drucker
Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession. mark for My Articles similar articles
Financial Planning
June 1, 2010
Daniel Seivert
Transfer of Power Fewer than 10% of practice owners have developed formal succession plans. Isn't it time you put one in place? mark for My Articles similar articles
Investment Advisor
July 2010
David DeVoe
Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc. mark for My Articles similar articles
Investment Advisor
December 2006
Charles Goldman
Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm. mark for My Articles similar articles
Investment Advisor
March 2006
Mark Tibergien
Formulas for Success: Preparing for the Fall Are you succeeding at succession? This question increasingly comes up as advisors see each month flip away, and each year change a digit. In the autumn of your career, are you prepared for the inevitable? mark for My Articles similar articles
Financial Advisor
October 2011
Joni Youngwirth
The Replacements The pros and cons of choosing an internal successor. mark for My Articles similar articles
Investment Advisor
March 2009
The Shoeless Cobbler There are many common issues, both personal and professional, that are keeping today's advisors from properly preparing for their own retirement and succession planning. mark for My Articles similar articles
Financial Planning
November 1, 2007
David Grau
Protecting Equity As independent advisors move to evaluate, build and realize the equity in their growing practices, one holdover succession practice threatens to undermine their progress. mark for My Articles similar articles
Registered Rep.
July 24, 2014
David Grau Sr.
Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice. mark for My Articles similar articles
Financial Planning
September 1, 2009
Hamburger & Walter
The Missing Piece Succession issues arise with every business, but they're more personal and are subject to more emotions in an entrepreneurial, closely held, professional services firm. mark for My Articles similar articles
Financial Planning
August 1, 2008
David Grau
Worthy Successors In the financial services industry, the general term "succession planning" describes any number of plans to deal with an owner's departure from the business. mark for My Articles similar articles
Financial Planning
January 5, 2008
Mark Penske
Land of Uncertainty Although it can seem like an impossible task to find the right successor for your financial advisory business, stories and experiences from those who have crossed this line confirm that there is life after the big decision, both short and long term. mark for My Articles similar articles
Financial Planning
September 1, 2006
Stephanie Bogan
The Boss Can't Let Go Why your senior advisor is dragging his feet about turning over the reins of the financial advisory firm -- and what you can do about it. mark for My Articles similar articles
Investment Advisor
May 1, 2011
Mark Tibergien
The Constituency Conundrum How will your business decisions impact those who rely on you? mark for My Articles similar articles
Financial Advisor
November 2011
Joni Youngwirth
Outside The Box The pros and cons of choosing an external successor. mark for My Articles similar articles
Financial Advisor
June 2012
Karen DeMasters
Succession Survival Guide Advisors plan for their clients' futures but often ignore their own. mark for My Articles similar articles
Financial Advisor
July 2012
Jim McConville
New Firm Makes Value Judgments Started in January, Fort Collins, Colo.-based Eighty20 Advisors LLC specializes in helping companies -- including small financial advisor firms -- receive their optimum value for either a succession or an outright sale to another company. mark for My Articles similar articles
Registered Rep.
March 30, 2011
Matt Matrisian
Bridging the Succession-Planning Gap Too many advisors need help planning their financial futures. Today, only about 18 percent of independent advisors have a well-defined business succession plan that is ready to implement. mark for My Articles similar articles
Registered Rep.
February 1, 2003
David A. Gaffen
The Business Handoff An estimated 30 percent of financial professionals are expected to retire in the next five years. That mini-exodus should brings the issue of succession planning to the fore. mark for My Articles similar articles
Financial Planning
March 1, 2011
Roger Verboon
Succession Planning: Moving on Advisors excel at helping clients plan for the different stages of their lives. But when it comes to planning for stages of their own business lives-particularly the last one-many fail to take their own advice. mark for My Articles similar articles
Registered Rep.
July 1, 2013
Phillip Flakes
Selling Point Many advisors are coming up on their golden years, but as hard as it is to make the decision to move on, it's even harder to actually sell. Here's a game plan. mark for My Articles similar articles
Registered Rep.
September 26, 2014
Mindy Diamond
Take the Sunset Package or Sell the Business? For employee advisors, exploring your firm's sunset program might be a sound way to face retirement. mark for My Articles similar articles
Registered Rep.
February 25, 2013
Furey & Cooper
What Is Your Advisory Practice Really Worth? The perils of the valuation gap. mark for My Articles similar articles
On Wall Street
August 1, 2009
Denise Federer
Succession Planning: The First Step in Preserving Your Legacy Do you have a formal plan to prepare your successor and ensure the continuity of your financial practice? Or are you one of the 65% of business owners who haven't planned that far ahead? mark for My Articles similar articles
Financial Planning
September 1, 2006
David Grau
Internal Affairs For the small financial planning practitioner, selling to an employee is a daunting challenge that most owners never understand -- until it's too late. mark for My Articles similar articles
Investment Advisor
July 1, 2011
John Sullivan
Finding Success in Succession Planning Whether you're affiliated with a broker-dealer or completely independent as an RIA, proper succession planning helps you realize value long before you walk out the door. mark for My Articles similar articles
Investment Advisor
August 2007
Thomas D. Giachetti
Internal Medicine Because of the "graying" of the industry, it is increasingly important for advisory firms to consider succession planning issues, whether via internal succession or an external acquisition or sale. Critical to any successful succession is having the appropriate underlying documents in place. mark for My Articles similar articles
Financial Advisor
July 2011
Shelley A. Lee
Passing The Torch According to the old African proverb, it takes a village to raise a child. The same sentiment could be applied to "raising" a network of advisors. But what happens when the village elders retire? mark for My Articles similar articles
Investment Advisor
October 2008
Angela Herbers
One Small (Big) Step The advisory industry has taken a giant leap forward in the past year. Attendees at this year's FPA NexGen conference clearly have made progress at getting small pieces of equity in their firms. mark for My Articles similar articles
Investment Advisor
October 2008
Dan Inveen
The Architects The best firms focus their business planning on the here and now, which makes their futures much brighter. mark for My Articles similar articles
Financial Planning
July 1, 2007
Suzanne McGee
Serving Small Business Forging solid relationships with small-business owners gives financial planners a chance to grow with clients. mark for My Articles similar articles
Investment Advisor
June 2006
Tibergien & Littlechild
Consider the Clients If you are one of the many who is thinking about buying, or merging, your book of business or a substantive advisory firm, no doubt you have thought about risk. Hint: it's the firm's clients who determine its true value. So talk to them. mark for My Articles similar articles
Investment Advisor
October 2006
Bob Clark
Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer. mark for My Articles similar articles
Registered Rep.
June 27, 2013
David Armstrong
Editor's Letter: July 2013 In this issue we look at succession planning for advisors -- an event that can either be a rewarding end to a principal's career or a disappointing fade to black. mark for My Articles similar articles
Financial Advisor
May 2008
Rebecca Pomering
Adding New Owners Internal transition is the desired growth plan and succession plan for the vast majority of advisors and good planning, strategic thinking and thoughtful implementation will allow many to enact a transaction that ensures the desired outcomes for their staff, their clients and themselves. mark for My Articles similar articles
Financial Advisor
September 2006
David J. Drucker
One Is The Loneliest Number Being a sole financial advisory practitioner is great -- until it's time to sell your practice. mark for My Articles similar articles
Investment Advisor
October 2007
Mark Tibergien
Exit, Stage Left There comes that awful realization in every advisor's life when he finds himself in the netherworld between wisdom and obsolescence. As the leader of the business, how do you know when it's time to step aside? mark for My Articles similar articles
Financial Planning
September 1, 2010
Daniel Seivert
The Nominees Are... It is common for executives of wealth management firms who are in the process of developing succession plans to become bogged down by all of the considerations that go into selecting a potential successor. mark for My Articles similar articles
Financial Advisor
March 2005
David J. Drucker
When The Sum Of The Parts Is Greater Than the Whole Selling your financial advisory practice in pieces may benefit you---and your clients. mark for My Articles similar articles
Investment Advisor
March 2010
Mark Tibergien
Formulas for Success: What's a Young Advisor to Do? There is evidence that young advisors feel stymied in their efforts to acquire interests in their firms. mark for My Articles similar articles
Investment Advisor
September 2005
Joni Youngwirth
Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients. mark for My Articles similar articles
On Wall Street
October 1, 2011
Todd Colbeck
Five Steps to a Smart Succession Plan As sure as the fact that today you are a financial advisor, some day you will leave the business. And the wisest course of action is to prepare for a succession plan years before you leave your practice. mark for My Articles similar articles
On Wall Street
September 1, 2013
Danny Sarch
The Coming Retirement Storm The demographics mean your book is worth a lot right now. But the tides are about to turn. You need to create a succession plan just like the one you encourage your business-owning clients to create. mark for My Articles similar articles
Registered Rep.
September 21, 2012
Jerry Gleeson
Desperately Seeking Financing For most advisors looking to grow through acquisition, the thorniest issue is finding the cash to do so. mark for My Articles similar articles
Investment Advisor
January 2008
Mark Tibergien
Think About These What do you think the future holds for your firm? The following 10 essential considerations have already begun to take root: No. 1: Managing growth... No. 2: Hiring professional management... etc. mark for My Articles similar articles
Financial Planning
August 1, 2010
Bob Veres
The Equity Problem A new report offers two kinds of advice: how to build enterprise value in your firm, and how to evaluate deal structures when you eventually decide to transfer ownership. mark for My Articles similar articles
On Wall Street
September 1, 2010
Howard J. Stock
Talent Shortage Grips Firms As Financial Advisors Age After years of recruiting only established, top advisors in the so-called "war for talent" instead of hiring younger employees and training them, the industry is now facing a shortage. mark for My Articles similar articles
Registered Rep.
December 16, 2013
Mindy Diamond
Coming Together One way for advisors to be prepared in the event of something going wrong is to team with other advisors. mark for My Articles similar articles
Registered Rep.
March 1, 2007
Ayres & Jones
It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate. mark for My Articles similar articles