Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
The Fatal Succession Planning Mistake
By Angie HerbersConsider this your warning: If youre focusing too much on this part, your internal succession plan is at risk.
October 02, 2013
8 Steps to a Successful Succession Plan: United PlannersToo many advisors still run their firms as a practice, rather than a business, says UP's Caffari-Agasi.
September 09, 2013
Getting Your Succession Planning Back on TrackTo move beyond any roadblocks in the process, write a heartfelt letter to your successors to get reconnected to the ultimate goal.
July 25, 2013
Caton Financial Is First Public ‘Partner’ on Ron Carson’s CIA PlatformAfter eight years of trying and four detours, advisor Nancy Caton finds her succession planning solution in Ron Carsons new platform.
July 15, 2013
Want to Sell Your Practice With No Transaction Fee?A new website, run by recruiter Phillip Flakes, offers free listings to sellers and charges a subscription fee to buyers.
July 01, 2013
Hard Sell: How to Make Succession Planning EasierTo examine some of the fears and anxieties around passing on a business, I interviewed three experts: Dave DeVoe, Barbara Hudock and Cam Marston, who revealed some key advice.
May 20, 2013
A Succession Plan That Started at the GymCertain professions and areas of study translate well to financial planning. Who knew personal training was one?
May 20, 2013
Cambridge CEO Schwartz: What His Firm, Other Advisors Must Do to Stay SuccessfulDespite the scenic Colorado view, the meeting began on a somber note as CEO Eric Schwartz eulogized marketing and recruiting head Jim Guy, who died April 5.