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Summary: In Exit Planning, the most important element of successful transfers is financial security for departing owners. This element often is gravely threatened by the prospect of transferring the business to successors (in this case, children) before the owners (i.e., parents) are financially secure.
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Summary: Industry veteran Tim Kochis, the former CEO of Aspiriant, is getting back into the wealth management business full-time, joining DeVoe & Co. to launch a new succession planning initiative.
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Summary: Think back to your first day on the job. If you’re like most people, you felt excited and were eager to get down to work. But, based on the results of field research I recently conducted, I am willing to guess that just a few months later that excitement dissipated and you began to feel dissatisfaction, even boredom, with some aspects of your job. You’ve probably witnessed a similar trend among the employees you’ve hired and managed as well.
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Summary: Markets are going well, and commission and fee rates are still at the high end of the scale, and there are still plenty of consumers using advisers really, and a lot the anticipated regulatory bite hasn’t really hit home for most practitioners….
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Summary: A performance management process is best when it links execution to compensation. That, in turn, encourages employee engagement.
