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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
November 2011
Joni Youngwirth
Outside The Box The pros and cons of choosing an external successor. 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
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
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
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.
February 25, 2013
Furey & Cooper
What Is Your Advisory Practice Really Worth? The perils of the valuation gap. 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 Advisor
May 2006
Sydney LeBlanc
Selling An SMA Practice As an independent financial adviser who has built a powerhouse separately managed account business, can you put a price on the value of your advice, your standards and your relationships? 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
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
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
Investment Advisor
October 2007
Joni Youngwirth
It's Not All Gold No doubt, buying a practice is a good way to grow if you find a firm that is right for you. But unless you do, don't be sucked into the buying frenzy. mark for My Articles similar articles
Investment Advisor
January 2007
Kathleen M. McBride
When Selling Your Practice . . . Advisors are smart about many financial matters, but when it comes to selling their own firm, many are surprised about how much more there is to know. 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
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
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
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
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
Registered Rep.
October 8, 2015
Megan Leonhardt
Breakaway Advisors Moving More to Existing RIAs More advisors are looking to leave the wirehouses and brokerages by joining an existing registered investment advisory firm, rather than starting their own. 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
August 2004
David J. Drucker
The New Way to Growth: Buying Another Practice Catching the seller's eye: The key to getting the seller's attention and convincing him to choose you to buy his practice isn't slick marketing that covers up inexperience or lack of capacity. 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
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
Registered Rep.
June 18, 2014
Matt Oechsli
Building a Multigenerational Wealth Management Team The most common exit strategy for a veteran advisor getting ready to retire is to sell his or her book according to the guidelines established either by their firm or industry valuations standards. mark for My Articles similar articles
Financial Advisor
June 2010
Joni Youngwirth
Managing The Transition Here are some real-life examples of what can happen when you sell your advisory practice. 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
Financial Planning
October 1, 2010
Elizabeth Wine
To Market, to Market Observers and participants say the M&A market is just starting to recover from the economic disaster of the last two years, but there's a big price disconnect. 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
January 2006
Maya Ivanova
Listen Up Financial advisory firms are demonstrating their ability to weather the tough times of the last few years. But to continue their profitability in the future, they need to make client service a priority. mark for My Articles similar articles
Financial Planning
May 1, 2005
David Grau
Deal Breakers What are the problems that derail purchases of financial advisory practices, and how can you avoid them. 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
Investment Advisor
August 2006
Mark Tibergien
Formulas for Success: Get Help If you're buying or selling a financial advisory practice, call the pros. Experienced dealmakers know that the vast majority of the value in a transaction resides in the terms, not in the price. mark for My Articles similar articles
Financial Advisor
July 2006
David J. Drucker
A Classic Business Sale To Employees Marvin Burt did what many say can't be done; he sold his financial advisory firm to his staff. mark for My Articles similar articles
Investment Advisor
August 2007
Angela Herbers
Dream Teams Successful advisory firms make room for solid performers as well as superstars. As a manager of human resources, firm owners need to understand that their personal definition of success is not going to be everyone's definition. 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
Financial Planning
September 1, 2007
Elizabeth O'Brien
Advisor Pulse Advisor, advise thyself! A recent survey finds that most advisors did not understand the market value of their business or have a succession plan. 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
On Wall Street
March 1, 2013
Lorie Konish
Editor's Letter: New Client Rewards A run-down of the stories in this issue, including the annual pay scale review, an interview with Neil Barofsky on the financial crisis, and a look inside HighTower Advisors. 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
Financial Advisor
September 2004
David J. Drucker
The New Path To Growth: Buying Another Practice After winning the bid for a financial practice, here's how to successfully transition client relationships to maintain the maximum possible client retention rate. mark for My Articles similar articles
Registered Rep.
July 30, 2012
Jerry Gleeson
Failing at Succession? Cerulli Associates estimates that nearly 60 percent of advisors who are within five years of retiring expect to sell their business to an unidentified buyer. Five years is not enough time. 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
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 Planning
May 1, 2012
Glenn G. Kautt
Transitions A few years ago I surveyed nearly 1,500 business owners about succession planning. One quarter - working as individuals and billion-dollar revenue firms - told me their succession plan was to die at their desks! Does this sound familiar? mark for My Articles similar articles
Investment Advisor
August 2010
Melanie Waddell
Broker/Dealer Marketing: Finding Their Voice Broker/Dealers are waking up to the new, post-downturn marketing environment. Here are a few of the best ideas. 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
December 1, 2010
Stephanie Bogan
Talking Back There is a strong argument that the very process of asking for feedback can help to build strong client relationships. mark for My Articles similar articles