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Summary: The most common exit strategy for a veteran advisor getting ready to retire is to sell his or her book according to the guidelines established either by their firm or industry valuations standards. There is another approach, but it requires planning — succession planning. These advisors are able to transition their business to a junior advisor on their team.
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Summary: As you know all too well, the day-to-day world of a financial advisor is full of distractions. That said, the following simple five tips for enhancing financial advisor productivity will help improve the efficiency of any advisor.
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Summary: With smartphones and tablets ubiquitous, apps are becoming more important. But as a financial advisor, unless you are looking for another iteration of Angry Birds, how do you decide which apps are worth downloading to make doing business easier?
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Summary: There are many factors that go into the decision of where financial advisors should ply their trade. Two years ago, ThinkAdvisor looked at the metropolitan areas in which advisors are paid the most. Now it’s time to update the info with the latest data from the Bureau of Labor Statistics.
Added on June 2014 in M&A Issues
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Summary: The financial advisory business, squeezed by rising costs and a shortage of young talent, may be on the verge of a merger and acquisition boom, according to one of the industry’s practice management gurus.
