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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
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
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 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
Financial Advisor
October 2011
Joni Youngwirth
The Replacements The pros and cons of choosing an internal successor. 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
Financial Advisor
February 2008
Rebecca Pomering
Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue. 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, 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
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 Advisor
September 2006
Kristofor R. Behn
Seller Beware Is selling a financial planning practice to an outsider the best way to extract its true value? 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
Financial Planning
July 1, 2005
David Grau
The Right Exit Option Should you sell your financial planning practice to an internal or an external buyer? Each strategy has its advantages. 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
Investment Advisor
July 2010
Olivia Mellan
Succession Planning: Pass It Forward The angel is in the details when it comes to the tricky business and interpersonal issues of succession planning. 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
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
PHONE+
August 27, 2009
Philip Josephson
Exit Stage Right By Driving Value If you are an owner of a company, it is important to create an exit plan and to create and preserve value within your company. 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
Registered Rep.
January 1, 2005
John Churchill
Nothing Succeeds Like Succession Whatever type of succession plan you create, you're really creating a growth plan, providing for continuity of the business and for clients. Advisors need to see it that way, instead of an end or an exit. mark for My Articles similar articles
On Wall Street
April 1, 2012
Denise Federer
Are You A Succession Saboteur? Adjust your plan as necessary so that you can fulfill your commitment to securing not only your future, but the future of the people that you care about: your clients, your team and your family. 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
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
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
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
Registered Rep.
December 29, 2010
Anne Field
Succeeding At Succession A quarter of firm owners lack an exit plan, according to a 2009 survey by Rydex/SGI's AdvisorBenchmarking. And more than one-third don't have a timeline for when they're going to leave the business. 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
Financial Advisor
May 2006
Rebecca Pomering
Selling To A Financial Or Strategic Buyer Here's what financial advisors need to consider before selling out to a bank, roll-up firm or other strategic or financial acquirer. 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
January 1, 2007
David Grau
The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time. 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
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 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
Investment Advisor
October 2005
Grau & Grable
The Wisdom of the Crowd Yes, buyers are paying more for financial advisory practices. But we can learn much from these wise buyers. 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
Investment Advisor
October 2006
Mark Tibergien
The ABCs of IOUs When selling to an insider, financial advisory practice owners have more options than they realize. mark for My Articles similar articles
Investment Advisor
December 2006
Mark Tibergien
Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting. 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
Registered Rep.
June 1, 2004
John Churchill
Keeping Family Businesses in the Family It's not news that mixing family and business can be messy, but advisors might be surprised to know the extent to which family-owned businesses need their services. mark for My Articles similar articles
Financial Planning
November 1, 2011
John J. Bowen, Jr.
Learn To Let Go The idea of shedding clients and the revenue they bring may sound reckless, especially in an uncertain economic environment. But working with non-ideal clients is holding you back from reaching your full potential. 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
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
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
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
January 1, 2011
Mark Tibergien
The Day You Call It A Day The majority of advisors who wish to retire in three years are no more prepared for their exit from the business than those who plan to retire in 10 years. mark for My Articles similar articles
Financial Planning
June 1, 2010
Bob Veres
Wheel of Competence When looking to transition to retirement, advisors should reach for the skills they have accumulated over time-for working with both clients and staff. 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
Financial Planning
April 1, 2012
John J. Bowen, Jr.
The Off Ramp Unless modern medicine discovers the secret to immortality, all of us will one day leave our business behind. That means we have to ask ourselves how we want to exit, and start making the appropriate plans to transition on our terms. mark for My Articles similar articles
Investment Advisor
September 2010
DePardo & Inveen
People and Pay: Use the Lebron Rule of Retention An aggressive and proactive talent retention strategy is key to winning performance. mark for My Articles similar articles