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Financial Advisor
October 2011
Joni Youngwirth
The Replacements The pros and cons of choosing an internal successor. 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
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
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
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
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
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
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.
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
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
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
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
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
November 2011
Joni Youngwirth
Outside The Box The pros and cons of choosing an external successor. 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
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 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
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
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.
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 Planning
November 1, 2010
Joni Youngwirth
Calling All Advisors Over the past five years, advisors recruiting advisors has become an increasingly hot topic. Why? 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
July 1, 2011
John J. Bowen, Jr.
Consultation, Not Just Advice Financial advisors offer advice, of course, but they'd be much better off if they thought of themselves as consultants. 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 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, 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.
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
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
Financial Planning
May 1, 2010
Bob Veres
A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world. mark for My Articles similar articles
Investment Advisor
November 2007
Mark Tibergien
Heirs and Omissions In planning for succession, think of your financial advising practice as a family business. If parents and children can manage through the natural conflicts, most practices have a great opportunity to last through another generation. mark for My Articles similar articles
Registered Rep.
July 7, 2015
Mindy Diamond
Move Once, Monetize Twice The notion of changing firms late in your career brings up many questions, not just related to the advisor's own financial future, but also to your clients and legacy. 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
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
On Wall Street
July 1, 2010
Gerri Leder
Life Events: Moments To Build Trust And Relationships When your competence as an advisor is met with the comfort of a caring friend, trust is solidified. mark for My Articles similar articles
Registered Rep.
March 1, 2008
Mindy Diamond
What To Know Before You Switch Here are 10 things every financial advisor should evaluate when deciding where to land his next gig. 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
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
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
September 1, 2008
Stephanie Bogan
Who Will Succeed? There is little doubt that current and anticipated growth, the challenges of managing firms and related human capital dynamics will lead us further into uncharted waters. mark for My Articles similar articles
Financial Planning
September 1, 2008
John J Bowen Jr
Time to Say Goodbye Today's most successful advisors recognize a simple but powerful fact of business: It's better to work with a small number of great clients than to serve a huge base of clients who are only mediocre. 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
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
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
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
August 2007
Grove & Prince
Corporate Executives Need Special Treatment Corporate executives can bring important growth opportunities to their advisor -- a long-term relationship filled with changing needs and expanding wealth, and access to their colleagues who may have similar needs and priorities. 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
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
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
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