Strategies for Finding a Successor

As you begin thinking about retiring from your financial practice and all the steps required to make that happen, recruiting a successor should be at the top of your to-do list. Succession planning has gained a following as a necessary

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Thinking Team Structure

During the early stages of their practice, most financial advisors work as sole practitioners. However, the ability of such practices to grow is limited by the advisor’s skill set and capacity as an individual. Many sole practitioners soon find themselves

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Prepare Your Business For Sale

Depending on what source you look at, the average age of an advisor in the financial services industry is anywhere from 51-57 years old. While that would typically leave plenty of time until the average age of retirement (age 62),

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Manage your clients, prospects, and more by using a CRM

A robust customer/client relationship management (CRM) system offers tools that can significantly improve your office efficiencies. In fact, the Financial Planning Tech Survey of 2015 reports that close to 17% of financial advisors felt that the CRM as a tech

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Are You Hiring College Students?

College students can be an affordable way to try out new talent and to get those overlooked, lower priority tasks finally finished. Are you hiring students? You should be. College students are less expensive than full-time employees, especially if you

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A Three? The Truth Hurts!

Have you ever had one of your best clients gut punch you? Have you ever asked a question that you thought you knew the answer to and the response came back very unexpected? That’s what happened recently when we received

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