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Summary: Here is a scenario that you obviously do not want to picture: You are in a motor vehicle accident and you are severely injured. You cannot work for months; you can’t even make work-related decisions.Who will provide financial advice to your clients while you are away, and how will he or she be compensated? If you are never able to return to work, who will figure out what will happen to your firm and how it will be marketed?
Added on June 2014 in M&A Issues
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Summary: One recent merger of a financial firm from Connecticut with another from New Jersey, a deal that created a regional presence for both companies, offers a lesson to any smaller advisories looking to expand.
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Summary: Many financial professionals have been misled when it comes to being found on Google. High cost search engine optimization strategies just aren't paying off. Financial firms that have artificially worked their way up to Page 1 of Google search results are either not there today or won't be there for long.
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Summary: The succession planning process begins with first coming to the conclusion and buying into the idea that the inevitable is going to happen. Whether it’s a voluntary retirement or due to a disability, eventually everyone stops working. However, once advisors accept the inevitable, they can plan for it in a way that they’ll be satisfied with the outcome.
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Summary: PIMCO chief Bill Gross famously (or infamously, depending on your point of view) questioned the value of a college education, considering tuition costs against future earnings. If you need to be convinced that a college education can be a good investment, flip through 15 Cheapest Colleges With Best Job Value.
