0 visitor like this article | Viewed 3707 times | 0 comment
Summary: When succession planning is on the horizon, how does the owner of a planning firm transfer the mantle of trust to their future successor? Financial advice, after all, is very personal. We know our clients' goals, financial successes and mistakes, family joys and upheavals — and sometimes even the dark skeletons in their closets. The relationship takes time to build and years of showing up when the client needs help.
0 visitor like this article | Viewed 4141 times | 0 comment
Summary: Financial advisors may have a significant prospecting opportunity with millennials, who are poised to inherit several trillion dollars from the baby boomer generation over the next 25 years.
0 visitor like this article | Viewed 3988 times | 0 comment
Summary: Sometimes a verbal agreement is all you need to get a succession plan rolling.That was the case in August 2008, when John Middleton walked away from a job as an institutional portfolio manager at Invesco to become a financial adviser at a $41 million RIA whose owner, Jim Chesterton, was 67 years old.
0 visitor like this article | Viewed 4029 times | 0 comment
Summary: When I graduated from high school nearly 25 years ago, I was fortunate to land an internship in financial services through a program called Inroads. The goal of the program was to expose talented minority youth to corporate America and to prepare them to succeed in their future careers.
0 visitor like this article | Viewed 3918 times | 0 comment
Summary:For advisory firms who want to keep growing and not plateau, I have three easy-to-remember steps for how to reset expectations and think about growth in a fresh way.
