From LinkedIn Pulse
Added on May 2016 in M&A Issues
1 visitor like this article | Viewed 4457 times | 0 comment
Summary: For new partners, either starting a new venture or merging their businesses, few conversations are as difficult as discussing what the equity split will be. So, like any potentially messy conversation, it is often avoided. The default is to go with an even split or a split that ensures control to a specific founder.
From Financial Advisor IQ
1 visitor like this article | Viewed 4114 times | 0 comment
Summary: Niche markets for advisors are much more than just a tactic promulgated by marketing consultants. While competition from increasingly large numbers of advisors make niche marketing an attractive client acquisition strategy, advisors who work in niches say that having a market focus also makes them more effective, efficient and profitable.
From WealthManagement.com
1 visitor like this article | Viewed 4106 times | 0 comment
Summary: The insights gleaned from visits with clients and prospects—and in many cases, key members of their staff—are invaluable and cannot be replicated in phone conversations, email exchanges or video conferences. Face-to-face interaction is the most powerful and memorable way of connecting with others, and while in-person visits do not scale well and are limiting in a sample set, their interaction, information exchange and subtle nuances reveal a layer of perspective that is otherwise lost.
From Financial Advisor
1 visitor like this article | Viewed 4559 times | 0 comment
Summary: Advisers have fewer challenges and are finding greater success switching firms and going independent, according to a recent industry study.
From Financial Advisor
1 visitor like this article | Viewed 5631 times | 0 comment
Summary: Many of us use a traditional risk tolerance questionnaire. We use this questionnaire in an effort to protect clients (and our firms) from too much, as well as not enough risk, depending on the situation. But using a simple risk tolerance questionnaire has its challenges.
