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Voices2 ways to give up your practice

Added on January 2020 in Plan for the Future
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Summary: Rarely does life or business play out as intended. Many advisors avoid planning for succession until upheaval occurs. Those who do plan in advance are often blindsided when their next generation bolts for greener pastures. Because we cannot predict the future, my approach to succession planning is very Buddhist — plan for what you want and don’t be attached to the outcome. How does this work?

Ten Tips for Preparing for a Prospect Meeting

Added on January 2020 in Plan for the Future
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Summary: Getting ready for a big meeting with a potential client? Preparation matters. This is a fact that’s most evident when you’ve under-prepared for a meeting. There’s nothing worse than that feeling of regret when you didn’t do your homework, forgot your files, or had a hard time finding the meeting location.  

Too Much To Do \- Too Little Time

Added on December 2019 in Plan for the Future
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Summary: My boss overcommits. She is very smart and extremely high-energy. We are in a sales-support function for a fairly large firm. The sales team tells us they need something and next thing we know, she is saying we’ll do it.

Fidelity: It's Never Too Late To Reevaluate Your Technology

Added on December 2019 in Plan for the Future
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Summary: Reevaluating your firm’s technology solutions, including a review of what integrations are available, is a valuable annual exercise, according to Fidelity Institutional’s Tricia Haskins, VP of digital strategy and platform consulting. That’s because each firm has different technology needs and there are a plethora of platforms designed to meet those needs. In fact, not even the custodian giants like Fidelity have all the answers, leaving room for smaller startups and new entrants into the advisor technology marketplace.

How RIA Owners Can Mentally Prepare For Their Retirement

Added on December 2019 in Plan for the Future
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SummaryIt’s no secret that RIAs, much like the broader financial services industry, have an exit planning crisis. One reason is that running a successful RIA is often very lucrative and the financial rewards can make it difficult for many owners to walk away. 

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