Almost every advisor must come up with a valuation for their firm at some time or another—whether it’s to sell or merge with another firm. And for some, it’s more of an art than a science. How do you put a price on your firm? The...
In our final installment we come to the ultimate conclusion - moving day. There are critical moments leading up to and on moving day. Whether it is passing everything through in house and external legal counsel or dealing with colleagues and...
Understanding the dynamics at play within a couple can make or break an advisor’s ability to successfully retain the relationship. In a recent UBS Investor Watch, the firm found that while a majority of couples will say they share financial...
Approach your initial meeting prepared, relaxed and brimming with confidence
