The Elevate program will consist of webinar meetings, video lectures and workshops focused on organic growth, human capital, scale and efficiency, and business valuations.
Without a detailed succession plan, financial advisors risk not being able to sell in time, selling for less than their practice is worth and a litany of other potential problems.
The former UBS advisor on how the benefits of a fiduciary obligation to clients, as opposed to corporate shareholders, is made even clearer during times of crisis.
During times of crisis, top performers keep hiring, closely monitor their expenses, continue growing their client base and invest selectively, according to FA Insight.
We can’t let this virus hinder us from further elevating the profession and advocating on federal and state policies that could influence the trajectory of the field, says Martin Seay, FPA president.
