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Why You Should Start Thinking About Succession Planning Today
The pandemic caused many of us to step back and take stock of our lives. For financial advisors, it meant seriously reviewing the future of their business, including a contingent business plan and a succession plan. While many acted, many advisors still need to...
Now That You Know Your Numbers, Find Your Marketing Opportunities
What if you had a crystal ball to help you with your marketing plan? A plan to help focus your marketing efforts and minimize your potential fallout from the "great wealth transfer?" A plan that includes ideas for creative, fun client events that attract and retain...
Know Your Numbers; Know Your Business
Advisors keep hearing about the “great wealth transfer” that will take place over the next 20 to 25 years. The amount transferred has been reported as high as $68 trillion. With an aging advisor and client base, there are easy ways to help minimize the wealth...
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