Why Now May Be the Optimal Time to Sell Your Practice
The optimal time to sell your practice relies on your careful review of the prevailing conditions. Use these four scenarios to help you assess.
3 Keys to Successful Family Practices: Document, Document, Document
Want to help your business-owning clients (or your own firm) survive to the next generation? Follow these steps.
6 Key Documents to Keep a Family Business Alive
Few family-owned businesses make it past the second generation. To increase the chances your firm (or your clients’) will do so, use these six documents.
3 Advisor Succession Planning Lessons From ‘Tommy Boy’: When Family Is Involved
A classic (?) Hollywood film offers some serious guidance for real-life advisor succession and continuity plans.
Show Your Employees How Much You’re Really Paying Them
A total compensation statement lets you make all aspects of compensation, including noncash benefits, as tangible as the dollar amount on a weekly paycheck.
6 Ways to Help Your Staff Be More Productive
Take these simple, practical steps to ensure that your investment in your staff is maximized for everyone’s benefit.
Is Your Content Marketing Reaching the Right Prospects?
How do you measure whether your content is generating leads, and the right leads? Google Analytics can help, but there are more ways to tell whether you're getting a good ROI on your content marketing.
First, Be Helpful, Then Sell: Content Marketing to Prospects
Your ability to deliver pertinent content to prospects (and current clients) builds your credibility with the prospect, connects them to your message and leads them to select you as their advisor.
Want to Retain Client Assets? Get to Know Your Clients’ Kids
The time to address generational wealth retention for your practice is well before those assets change hands. Start with a family meeting.
Skydiving Without a Parachute: Using Analogies to Reach Clients and Prospects
Use analogies, similes, stories and even pictures to communicate complex financial concepts to clients—and prospects.