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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.

Creative Planning Expands With Acquisition

Added on February 2019 in M&A Issues
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Summary: Creative Planning is acquiring Minneapolis-based The Johnston Group, a regional registered investment advisor with more than $500 million in assets under management, the company announced today. It is the first acquisition for the Overland Park, Kan.-based RIA, marking a shift from relying on referral-based growth to incorporating acquisitions.

An Attorney's Advice on Navigating Transition

Added on February 2019 in Join an RIA
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Summary:[podcast] The acceleration of advisor movement, particularly to the independent space, and the proliferation of a hyper-compliant culture within the walls of the big brokerages is keeping people like attorney David Gehn very busy these days.

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.

Featured Stories Monthly Recap - Feb. 2019

Added on February 2019 in M&A Issues
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Summary: A Recap of Recent 'My Stories'  We hope you benefit by these listings and welcome your feedback.

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