From Belay Advisors
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Summary: [PODCAST] Succession planning is a critical yet woefully neglected business necessity that could cost advisors millions of dollars if not properly handled. Today’s guest, Tim Kochis, is the co-author of a new book on succession planning titled, Success and Succession, and we dive into the details of how to effectively do it.
From FA Magazine
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Summary: Have we lost our way? A danger of success is that we look at how things have turned out and then create a story about why that is so. And somehow our story becomes the story—it is repeated and amplified as if it were true. We spend our time with those who share our story and cast aside those who don’t.
From FA Magazine
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Summary: Because it’s human nature to improve, every year about this time many financial advisors wonder, “How can I make this my best year ever?” Here are a few ideas to help you achieve that goal.
From Financial Plannning
Added on January 2017 in M&A Issues
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Summary: 2016 proved to be a record-setting year for RIA M&A deals and the pace shows no sign of slowing this year, according to research and consulting firm Echelon Partners.[11 Slides]
From IRIS
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Summary: As the marketing landscape continues to evolve at a breath-taking pace, it's never been more important to keep up with the trends, technology, behaviours and preferences driving buying behaviours. No surprise then that every marketer on the planet seems to using the start of another new year as an opportunity to look ahead to what may - or then again may not - lie in store for us in 2017.
