Professional Ironman athlete TJ Tollakson may not be a household name, but in cycling and triathlon circles he, and the bike brand he launched – Dimond Bikes, are legendary. An industrial designer by trade, TJ transferred his passion into a
The Importance of An Earn-Out Provision When Buying An Advisory Practice With 10 year SBA loans going for as low as 4.4%, it has become easier for advisors to offer a big upfront check to grease the wheels on an
Financial advisors often determine the valuation of their practice only near the time they plan to exit the practice. Worse, many do not have a solid, objective method for determining that valuation. According to the 2015 Fidelity RIA benchmarking study,
Martin Seligman, Ph.D., noted optimism researcher, has proposed that one of the surest paths to happiness is to know your signature strengths and build your life around them, particularly if it’s in a way that has meaning to you. This
Transitioning Wirehouses? 5 Tips for Exiting with your Book (and Integrity) in Hand You’ve made the big decision to transition to a new wirehouse. Or, you’re taking the plunge to independent status. Change is good. Now, it’s time to make a
A lot of us have been attending high school and college graduations lately and I wanted to share a profound experience I had at one the other day. The speaker broke down a really complicated topic – How to have a
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