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Financial Planning in the Era of the Great Resignation

Added on January 2022 in Plan for the Future
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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.

Op-ed: A succession plan benefits advisory firms and their clients `

Added on December 2021 in Plan for the Future
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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.

Our succession planning crisis

Added on December 2021 in Plan for the Future
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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.

Time to Sell or to Grow?

Added on May 2021 in Plan for the Future
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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.

RIAs: New Decade, New Goals \- How Will Your Firm Define the 2020s?

Added on October 2020 in Plan for the Future
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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.

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