0 visitor like this article | Viewed 41 times | 0 comment
Summary: How important is it for financial advisors to understand the economic and societal impact of the Great Resignation? The significance of this tumultuous labor force disruption is validated by its 2021 entry in Wikipedia, and the 10 million Google hits for that phrase. Over 40 million Americans quit their jobs in 2021. Some employers are so desperate for staffing, they are advertising “Apply today, work today, get paid today.
0 visitor like this article | Viewed 89 times | 0 comment
Summary: In a time of record mergers-and-acquisitions activity for financial advisory firms, designing and implementing a succession plan has become a critical element for success.
0 visitor like this article | Viewed 92 times | 0 comment
Summary: Not surprisingly, financial services firms and M&A consultants have launched major initiatives aimed at solving the impending succession planning crisis. To demystify the various types of plans that financial advisers should consider, let’s dig into the differences between servicing, continuity, exit and succession planning.
0 visitor like this article | Viewed 641 times | 0 comment
Summary: When the market is on a bull run, advisors are more likely to focus on organic growth and serve their current clients. After all, portfolios are going up, so that means revenue often is going up, too.
0 visitor like this article | Viewed 1021 times | 0 comment
Summary: The RIA industry delivered an impressive performance during the 2010s. And though the pandemic has given us pause, now is the time for firms to define how they’ll seize this new decade’s opportunities.
