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Where Should Your Firm Focus for 21st Century Growth?

Added on December 2016 in Plan for the Future
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Summary: Having spent a number of weeks speaking at, or chairing, various industry events – I’ve become aware how much focus there is on technology. FS firms in particular appear nervous about rise of FinTech/InsTech & convinced they should focus on digital & technology for growth.

Financial Services Explained, Pt. 3: The Levels of Independent Advice

Added on December 2016 in Form an RIA
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Summary: This is the third in a series of blog postings--Clark Explains the Industry--that explores the dynamics of, and the definitions around, the professional financial advice-giving industry.

Voices Build it or buy it? Figuring out the best fintech option

Added on December 2016 in Manage Your Practice
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Summary: I spend a lot of time looking at alternatives and making decisions about our technology spend at United Capital. Often it comes down to a 'build or buy' decision — should we build a custom application that exactly suits our needs, or should we utilize off-the-shelf software and hope we get close enough?

Succession Planning: Can I Get a Six-Times Multiple?

Added on December 2016 in Plan for the Future
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Summary: Cash flow is a critical element in quantifying gaps between owners’ personal and financial resources and the resources they need to exit their businesses on their terms.

Based on conversations they’ve had with or overheard from other owners, business owners commonly ask their advisors a variation of the following question: “Do you think I can get a six-times multiple for my business?” How would you respond to this question?

'Tis the Season to Look Inward

Added on December 2016 in Manage Your Practice
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Summary: Where are you now? Where do you want to be? How will you get there? These are questions that financial advisors ask their clients all the time as part of the financial planning process. As the year winds down and we prepare to embark on a new year under a new president, now is a great time for advisors to apply these same queries to their own advisory practices.

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