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Do Younger Advisors Care About Professionalism?

Added on March 2019 in Plan for the Future
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Summary: I realize that each generation has its own style and terminology and each has their way they think things are right or not, but we are serving largely an older population. Like many advisory firms, a great deal of our client base is retired and over 65 years old. Some of them don’t even hear that well. I will often hear “Lisa” on the phone saying “hello? Hello?” a couple of times. My suspicion is that the caller is stunned they are not hearing more of a welcome when someone answers.

Top Seller Considerations for Internal Succession Plan Transactions

Added on February 2019 in Plan for the Future
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Summary: Despite the return of market volatility, when it comes to independent financial advisor transactions, it continues to be a seller’s market, with buyers continuing to outstrip sellers by a wide margin.

RIA owners tested succession plan with 1-month vacation. What happened?

Added on February 2019 in Plan for the Future
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Summary: Back in 2010, the husband-and-wife co-founders of their eponymous RIA, set out to make themselves "dispensable" to the firm they'd created through the merger of their separate practices two years earlier. The plan was to do so by 2020.

Top Seller Considerations for Internal Succession Plan Transactions

Added on February 2019 in Plan for the Future
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Summary: Despite the return of market volatility, when it comes to independent financial advisor transactions, it continues to be a seller’s market, with buyers continuing to outstrip sellers by a wide margin.

Veteran adviser locks down a succession plan that lets him stay involved

Added on February 2019 in Plan for the Future
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Summary: It took a while before it became a top priority, but Leon LaBrecque can finally rest easy knowing that at 63, his business succession plan is in place.

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