Is your inbox full of invitations to industry conferences? Mine is and my solution to conference invite overload is to start with a wish list of what I want to gain by attending a specific conference. This systematic approach has helped me achieve...
In addition to the private equity investing aggressively in our space, banks have joined the party by offering credit to fund acquisitions. One particular roll-up has secured a $1 billion line of credit to support its market consolidation strategy...
What makes you different? It's a question asked of nearly all service professionals. In this episode, we help you answer this question by determining you and your teams true differentiatiors. We also show you a nifty website to figure out...
Hear how an NPC advisor leveraged the Succession Link platform to list his practice anonymously, find qualified buyers, and ultimately close the transaction in less than 6 months.
It's a seller's market. | Copyright Scott Olson, Getty Images
Thanks to rising home prices, the wealth of U.S. households rose 1 percent in the first quarter of 2016, to $88.1 trillion, according to the Federal Reserve. The hike comes even as ...
News flash ... the advisor population is aging. Anyone in this industry knows this. Industry advocates have consistently called for better succession planning, that which promotes the long-term sustainability of RIA firms. This call must be...
Industry participants have articulated the risks of not having a succession plan for years: lack of continuity for clients, inability for advisors to realize the value of their life’s work, and risk for employees in terms of their long-term...
