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Summary: As the 2018 Winter Olympics continue to generate headlines around the world, I've taken notice of what these athletes must inherently possess just to qualify for the Olympics, let alone win a medal. They're the gold standard for their respective sport, and their mindset could surely teach advisers a few things. Beneath the surface and behind the podium, there lies an invisible quality I feel most of us should recognize.
Added on February 2018 in M&A Issues
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Summary: [Podcast] An expanded landscape has paved the way for breakaway advisors to monetize their businesses in the short-term, with a growing number of ways to fund start up, de-risk a move, and replace lost unvested deferred comp.
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Summary: BOSTON — “We’ve got a lot going on, we’re managing over $1 billion in assets, I’ve got a really good team, but something is missing in the chemistry,” Paul confided in me with great frustration, and then continued his stream of consciousness with, “as the team leader, I hate to admit it, but I think it’s a trust issue.”
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Summary: [Video] After attending a financial services conference, advisers can be overwhelmed by options, choices and tools. What's the first thing they should do when they get back to their office?
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Summary: Many business owners instinctively gravitate toward transferring ownership to their children. However, they must be mindful of the common, sometimes devastating, problems that go along with a transfer to children. While disagreements in third-party sales and sales to management can affect owners’ business lives, those same disagreements can have wide-ranging effects on the personal lives of business owners, their children, and their families in transfers to children.
