Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Succession Planning by the (Hard) Numbers
By John SullivanThe multiples when it comes to the value of a firm can be as high as 10 times but only if everything is in order, Nexus' Tim Welsh said.
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.
May 14, 2013
Plan for today, tomorrow and the futureHaving a succession plan in place is good for you ... and your clients.
May 02, 2013
For a Successor, Many Advisors Look WithinAt the 2013 NAAIM Annual Conference, Kelli Cruz, a managing director at Pepin Consulting, addressed the importance of succession planning.