1. Executives At Industry Firms Gather To Map Out Strategies To Attract Younger Advisors
(Matching tags: Advisor businesses,profession,exit planning)

Executives from nearly a dozen firms gathered recently to map out strategies for developing the next generation of advisors and planners. Advisors are growing older and retiring or selling their businesses, ...

2. Niche Opportunity: Small Business Owners Who Are Disappointed With The Market Value Of Their Businesses
(Matching tags: Advisor businesses, client education,enterprise value,exit planning)

Baby Boomers are the largest segment of the population and have been since they became a generation. Now, they’re also the largest segment either retiring or approaching retirement. Many postponed ...

3. Client Demand And Peers Provide Encouragement For Brokers Wishing To Go Independent
(Matching tags: goals,exit planning,breakaway brokers)

A multitude of factors are flinging the doors wide open to brokers with thoughts of going out on their own. Clients and independent colleagues are holding out their hands, inviting would be break-away ...

4. Consumer Price Index Comes In Unexpectedly Strong
(Matching tags: economic indicators,Federal Reserve,exit planning)

Just as the Fed made statements that made further easing seem unlikely, along comes the consumer price index (CPI) up 2.7% from a year ago in March. A main objective of the Fed has been to keep inflation ...

5. Preparing for Transition: Personal Financial Planning
(Matching tags: retirement planning,exit planning,enterprise value,financial planning,retirement income,business planning)

When looking to transfer power and ownership to second or third generations, the business owner must determine if the business will financially support this strategy. In other words, can the business support ...

6. Preparing For Transition: Business Financial Planning
(Matching tags: exit planning,financial planning,business owners,business planning)

In preparation for a transition, it's important for the closely held business owner to consider entity structure and how to build value in the company.   The key issue in transition planning ...

7. Focus Financial Partners In Acquisition Deal With Wirehouse Team That Broke Away Just Last Year
(Matching tags: exit planning,managing)

Sapient Private Wealth Management, an independent, fee-based Registered Investment Advisor (RIA), is being acquired by Focus Financial Partners. Sapient, which manages more than $500 ...

8. Peter Montoya Is Wrong: The Brand Is Not You And Should Not Be You
(Matching tags: communication,elevator speech,value proposition,exit planning,niche)

Peter Montoya became famous for preaching that your brand is you. David Grau now has research showing how that approach backfires.

9. Working With Business Owners? - Get Exit Planning Training
(Matching tags: Wealth Management,exit planning,financial planning)

If you’re going to work with business owners and you want to bring value to them, you need to understand the concept of exit planning and what it means.  Every business owner will eventually ...

10. I Hate Unethical Business Models In Business Brokers
(Matching tags: business brokers,exit planning)

  I was recently working with a client and we had a conversation about a business broker he was working with. It turns out the firm (my client) had purchased five businesses through this particular ...