When thinking strategically about your career, no matter what stage you’re at, keep in mind the end goal should be to realize the value of your life’s work. Essentially, your retirement options fall into two categories...
Guy Swain was a solo practitioner with a staff of two. He started thinking about a succession plan when his assistant moved out of town and he considered hiring a CFP to replace her
If your succession plan involves selling your practice, whether to an outside advisor or to someone inside your practice, chances are the proceeds of that sale represent a large portion of your retirement savings plan. As a result, you’ll...
As we’ve often written about, success in financial services is all about relationship management linked to relationship marketing. One of the most neglected aspects of this is the client review meeting. Many review meetings are...
We are all sinners. And though some sins are worse than others, most sins can be forgiven. As long as you know you’ve “sinned,” you can do better next time. And why not take a page from theology. A merciful Jewish God gives the...