Added on January 2017 in M&A Issues
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Summary: Fortune reports that “M&A activity flourished despite a harrowing election season,” and the numbers prove that while both candidates slammed “big business” on the 2016 campaign trail, corporate boards played “let’s make a deal” in the background.
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Summary: Third-party providers seeking to attract advisors often point to service as a differentiator in the marketplace. Yet, what service means to one advisor is often quite different to another advisor depending on size, circumstances, goals and more. By segmenting advisors, TAMPs (Turnkey Asset Management Programs) and other providers can better understand and support their clients, often dispelling some common misunderstandings about service expectations in the process.
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Summary: [PODCAST] Succession planning is a critical yet woefully neglected business necessity that could cost advisors millions of dollars if not properly handled. Today’s guest, Tim Kochis, is the co-author of a new book on succession planning titled, Success and Succession, and we dive into the details of how to effectively do it.
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Summary: Have we lost our way? A danger of success is that we look at how things have turned out and then create a story about why that is so. And somehow our story becomes the story—it is repeated and amplified as if it were true. We spend our time with those who share our story and cast aside those who don’t.
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Summary: Because it’s human nature to improve, every year about this time many financial advisors wonder, “How can I make this my best year ever?” Here are a few ideas to help you achieve that goal.
