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Summary: An advisory firm is the practice owner's baby, and that person may have spent his or her entire career building the business, but that inevitable day is fast approaching when thought must be given to a successor
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Summary: Some call them millennials, others call them Gen Y. Some even call them echo boomers, because their parents are part of the baby boom generation.
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Summary: Although the drumbeat for succession planning has been getting louder over the years, the industry continues to remain woefully unprepared.
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Summary: Jon Yankee suddenly found himself in a hiring crunch last month. One new financial planning graduate who had accepted an associate adviser position with his firm, FJY Financial, abruptly backed out, and later that week, a midlevel adviser notified the small, 11-person firm that she wasn't returning from maternity leave.
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Summary: A few weeks ago, I mentioned that I had never listened to a podcast. I felt I didn’t have the time and I was too easily distractible to maintain focus while driving or working around the house. Well, I am not going to say I am a convert yet, but I have listened to a few more (and liked them) – I even just participated in two as a guest (more about that in a second).
