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7 Things Prospective Successors Want to Know

Oct 20, 2016

This complimentary checklist can help you identify a successor who is a good fit for your firm by providing insight into issues that are top of mind for candidates/

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8 Easy Tips for Mastering Time Management

Oct 20, 2016

Complimentary guide offers some practical tips for helping you enhance your time management skills.

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6 Ways Our Complimentary Consulting Adds Power to Your Practice

Oct 24, 2016

Discover how this complimentary service offered to all our advisors can help your business evolve in a way that’s aligned with your unique vision and experience.

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Centers of Influence: Expanding Your View Beyond CPAs

Oct 17, 2016

When many financial advisors think of forming a strategic alliance with another professional, they consider CPAs or maybe estate planning attorneys...

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Build Workplace Culture, Drive Results

Oct 17, 2016

Culture . . . it’s one of those esoteric terms that can be hard to wrap your head around. One commonly accepted definition is...

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4 Ways to Grow Your Business Organically

Oct 20, 2016

Your strategic growth goals may involve acquiring a practice, and that’s certainly a solid objective—for the longer term...

When Succession Fails

Aug 05, 2016

We all know that advisors don’t have a great track record when arranging for what to do with their practice when they retire, especially solo practitioners. ...

Finding a (Female) Successor

Jul 06, 2016

Beth Blecker, 62, wants to find a female advisor to join her 20-year-old financial planning firm and hopefully take her place when Blecker retires, ideally in about seven to eight years...

Cybersecure Your Clients’ Estate Planning Experience

Jun 17, 2016

I was recently on-boarding a client into our estate planning software program, when suddenly they mused, “Wow, if someone breaks into this system, they will know everything about me.” ...

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The Road Ahead: Should You Grow or Disengage?

Oct 27, 2016

At some point, most advisors will arrive at a crossroads in their practices - How do you know what decision is right for your practice?