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Summary: All of us who work with business owners have heard the excuses owners use to put off doing the things that they know they should do but just don’t see as pressing. Whether you are a CPA, attorney, financial advisor, valuation analyst or any other type of professional, you’ve made important and timely recommendations only to have owners agree in theory, but not in action.
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Summary: XY Planning Network, the organization of advisers serving Gen X and Gen Y clients, is searching for new software vendors to address the financial planning issues of young clients.
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Summary: Many industry leaders turn to millennials to find that talent. However, many firms are not sure how to fully tap a millennial’s potential and some fear burning out their young employees.
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Summary: Industry participants have articulated the risks of not having a succession plan for years: lack of continuity for clients, inability for advisors to realize the value of their life’s work, and risk for employees in terms of their long-term employment
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Summary: News flash ... the advisor population is aging. Anyone in this industry knows this. Industry advocates have consistently called for better succession planning, that which promotes the long-term sustainability of RIA firms.
