Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Constructing the Right Exit Plan
By Allen W. DuckTo realize the most profit from your business, treat yourself like a client.
May 22, 2012
Smaller Pieces Make a Bigger PieAcross all stages of development, better-performing advisory firms distribute equity more broadly among their team members.
May 22, 2012
Busy Agenda for FPA, Starting With Membership DropI recently sat down with two leaders of the Financial Planning AssociationMarv Tuttle, executive director and CEO, and Paul Auslander, FPAs presidentto talk about the top issues facing advisors.
May 15, 2012
NFP Poll: More than 4 in 10 Advisors Lack an Exit PlanOf those advisors who are within two years of transitioning their practice to a successor, 42% lack a succession plan, the survey says. An additional 13% have a plan but do not have all the elements in place to execute.
May 02, 2012
FPA Leaders Talk About Diversity, Fiduciary RulesIn a recent wide-ranging interview with AdvisorOne, two of the top executives at the FPA, Marv Tuttle and Paul Auslander, talked about the top issues facing advisors.
April 20, 2012
Four Key Areas to Grow Your PracticeOrganic growth in a financial practice is a function of the advisor and the firm working together, a white paper released in March by the Oeschli Institute and First Clearing found.
March 26, 2012
Building a Talent HothouseWith just two associate advisors available to replace every three lead advisors; creeping compensation costs for advisory positions; and woefully low levels of succession planning, the demand for top talent is outstripping supply.
March 08, 2012
Succession Planning 201: How to Motivate a Newly Hired AdvisorHiring a new advisor for your small(er) firm is one thing, keeping them motivated can be another. Heres how to retain those new hires