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Financial Planning
May 1, 2010
John J. Bowen, Jr.
Maximum Value If you're running a financial advisory business, one of your most important (and overlooked) goals should be creating equity. 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
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 Advisor
April 2006
David DeVoe
True Value Understanding what drives the value of your financial advisory firm will not only increase your payday when you sell, it will also increase the firm's profitability -- and consequently, your compensation -- each year you continue to own the business. 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
Financial Advisor
October 2011
Joni Youngwirth
The Replacements The pros and cons of choosing an internal successor. mark for My Articles similar articles
Financial Advisor
April 2010
Joni Youngwirth
Be Prepared What to consider when thinking of selling your practice. 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
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
Investment Advisor
August 2005
Mark Tibergien
Formulas for Success: Independence Day There is a growing trend toward registered reps moving out of the wirehouse environment -- a trend invisible to most, but obvious to the country's leading custodians: they are actively wooing breakaway brokers. 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
On Wall Street
September 1, 2011
Nick Georgis
Taking The Hybrid Road As more advisors transition to independence these days, a growing number of them are choosing to adopt a hybrid business model that lets them conduct both commission-based brokerage business and fee-based advisory business. For many advisors, the hybrid road may offer the best of both worlds. 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
July 1, 2010
Stephanie Bogan
Building Value It seems clear that anticipated growth from baby boomers, an aging advisor population, and increasing interest in mergers and acquisitions will likely make building and realizing value the defining practice managment issue of the next decade. mark for My Articles similar articles
Financial Advisor
February 2009
Rebecca Pomering
M&A In A New World The old assumptions about a firm's value have to be tossed out, and advisors must deal with new ones. mark for My Articles similar articles
Financial Advisor
April 2009
David Lawrence
Migratory Patterns Advisors who want to move to the independent world should spend a lot of time planning the transition. 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 Planning
September 1, 2007
Glenn G. Kautt
Helping the Handoff Survey results show that business owners are in need of help when it comes to transition planning. There are four phases in the transition of a business where advisors can help their clients. 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 Advisor
January 2006
Raymond Fazzi
Declaration Of Independence More financial planners are leaving wirehouses to become fee-based RIAs. 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
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 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 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 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
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.
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
Financial Planning
April 1, 2007
Kathy Gevlin
How Are You Doing? If you were to take a step back right now and ask yourself how well your financial advisory practice was meeting your objectives, what would your answer be? What are the successful ones doing right? Consider the following questions. mark for My Articles similar articles
Investment Advisor
September 2009
Angela Herbers
Easier Said Than Done The trick for any advisory company is not to know that it can be better organized; the hard part is to actually make the transition to a new organizational structure. 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
Financial Planning
October 1, 2012
Scott Wenger
Looking to the Future: Securities America Wants to be a Leader in Retirement Income Distribution The author has a question and answer session with Securities America CEO Jim Nagengast 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
Financial Advisor
November 2008
Frontline News News for the Financial Industry: Tumult Could Expand Ranks Of RIAs... M&A Activity Remains Healthy... Independent B-Ds: Don't Tread On Us... Who Has The Most Satisfied Advisors?... The Business Of Serving Business Owners... etc. mark for My Articles similar articles
Financial Advisor
March 2006
Tracey Longo
The Three Es Here are three ways to create an Efficient, Effective & Expedient financial advisory firm. mark for My Articles similar articles
Investment Advisor
March 2008
Angela Herbers
Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door. 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
Investment Advisor
June 2007
Mark Tibergien
Real Deals There's more activity than actual movement on the M&A front for financial advisory firms. mark for My Articles similar articles
Financial Advisor
November 2008
John Knowlton
A Bigger Challenge A reasonable case can be made that the greatest challenge facing the financial advisory profession will be to attract, develop and retain qualified staff. mark for My Articles similar articles
Financial Planning
January 1, 2005
John J. Bowen
Sweat Equity Are you creating real value in your financial advisory business, or is it merely a job that few others are interested in buying? mark for My Articles similar articles
Registered Rep.
December 1, 2004
Mindy Diamond
Packing the Parachute Success in the brokerage industry can be as much about mindset as anything else, so it comes as little surprise that advisors avoid negative thoughts, such as the potential necessity of a quick exit from their practice. 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
Inc.
April 2008
Darren Dahl
Meet the Buyers Sellers of businesses are more or less the same: They're all looking for the best price they can get. Buyers are trickier to figure, because different buyers can see the same company in different ways. 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 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
Financial Planning
February 1, 2010
Stephanie Bogan
Make 2010 Your Best year Ever Quantuvis Consulting's new study of business performance has strategies for every advisor, regardless of size, business model, or philosophy. 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
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
December 2005
Melanie Waddell
Breaking Away Brokers are finding it easier than ever to go independent, aided by custodians and other independent advisors. mark for My Articles similar articles
Financial Planning
April 1, 2010
Deena Katz
Set Up for Succession Succession planning is not just a personal transition; it is very much a practice transition as well. The success of the person you select to follow you depends upon how well you have prepared to hand off your practice management functions. mark for My Articles similar articles