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Financial Advisor
November 2004
Karen DeMasters
Riding High Former cowboy and now financial planner John Henry McDonald follows simple rules to retain clients. mark for My Articles similar articles
Financial Planning
March 23, 2010
John F. Wasik
Making the Move Here are two case studies that show how some veteran financial planners negotiated transition and succession changes. mark for My Articles similar articles
Financial Advisor
August 2007
David J. Drucker
When Planners Plan To Retire Most financial advisory firm owners don't want to retire, but does their reluctance to sever their business interests give them an excuse to avoid the same precise planning they apply to their clients? mark for My Articles similar articles
Financial Advisor
February 2, 2009
David Drucker
Misaligned Expectations? Fresh new financial service industry hires and crusty old veterans may not be on the same page when it comes to career paths. mark for My Articles similar articles
The Motley Fool
August 28, 2010
Jeremy Phillips
The One Thing You Must Know About McDonald's Learn the most important metrics when evaluating a CEO. mark for My Articles similar articles
Financial Advisor
October 2006
David J. Drucker
The Equity Fallacy You should have a clear vision of where you want to take your financial firm, including your own succession plan; hire to meet that growth objective, determining whether dedicated or entrepreneurial employees (or some combination of the two) will get you there; and devise the appropriate incentives. mark for My Articles similar articles
The Motley Fool
November 23, 2004
Dave Marino-Nachison
More Changes at McDonald's Its performance justifies the fast-food giant's decision to look inside for new leadership. mark for My Articles similar articles
The Motley Fool
May 7, 2010
Malek Latney
Why Invest In McDonald's? With ever-changing menus, low prices, and enticing commercials, Americans and people around the world can't help spending their money at McDonald's. That's why they generate more than $23 billion in system-wide sales. mark for My Articles similar articles
Financial Advisor
December 2004
David J. Drucker
Reassigning Clients Offering replacement advisors doesn't have to be a dreaded event. Many advisors have found lots of ways to do it smoothly. Just borrow from their experience and you, too, should be able to devise a system that works for your firm. mark for My Articles similar articles
The Motley Fool
August 8, 2007
Alyce Lomax
Is McDonald's Chicken Little? Mickey D's isn't chicken with its pending sale of Boston Market. McDonald's turnaround has been impressive, and some of the moves it has made during the last couple of years have resulted in streamlining its business, positioning it for growth, and solid returns for shareholders. mark for My Articles similar articles
Investment Advisor
December 2006
Charles Goldman
Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm. mark for My Articles similar articles
Financial Planning
September 1, 2006
Stephanie Bogan
The Boss Can't Let Go Why your senior advisor is dragging his feet about turning over the reins of the financial advisory firm -- and what you can do about it. mark for My Articles similar articles
Financial Advisor
February 2008
Rebecca Pomering
Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue. mark for My Articles similar articles
Financial Planning
September 1, 2006
David Grau
Internal Affairs For the small financial planning practitioner, selling to an employee is a daunting challenge that most owners never understand -- until it's too late. mark for My Articles similar articles
Financial Planning
July 1, 2005
David Grau
The Right Exit Option Should you sell your financial planning practice to an internal or an external buyer? Each strategy has its advantages. mark for My Articles similar articles
Investment Advisor
March 2010
Mark Tibergien
Formulas for Success: What's a Young Advisor to Do? There is evidence that young advisors feel stymied in their efforts to acquire interests in their firms. mark for My Articles similar articles
The Motley Fool
November 22, 2005
Bill Mann
McDonald's: Why Don't You Just ... ? Pershing Square Capital Management's Bill Ackman unveiled a complicated plan to help McDonald's unlock the hidden value of its substantial real estate portfolio. But if the goal is to sell off company-owned stores, investors wonder why not do just that? mark for My Articles similar articles
The Motley Fool
August 6, 2004
Cass Bielski
McDonald's: Bland No More After a good run, will McDonald's continue to pay off for investors? mark for My Articles similar articles
The Motley Fool
November 9, 2006
Alyce Lomax
The Best Blue Chip for 2007: McDonald's This blue-chip fast food giant is delivering for shareholders. mark for My Articles similar articles
The Motley Fool
February 10, 2009
Alyce Lomax
No Stopping McDonald's As has long been the case, McDonald's seems shockingly impervious to the rough economic climate at hand. mark for My Articles similar articles
Financial Advisor
October 2010
David Lawrence
A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action. mark for My Articles similar articles
On Wall Street
August 1, 2009
Denise Federer
Succession Planning: The First Step in Preserving Your Legacy Do you have a formal plan to prepare your successor and ensure the continuity of your financial practice? Or are you one of the 65% of business owners who haven't planned that far ahead? mark for My Articles similar articles
The Motley Fool
January 16, 2012
Anand Chokkavelu
Can McDonald's Repeat As the Dow's Best Stock This Year? Or will last year's best be this year's worst? mark for My Articles similar articles
Registered Rep.
March 1, 2007
Ayres & Jones
It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate. mark for My Articles similar articles
The Motley Fool
August 8, 2011
Alyce Lomax
A Strong Stock Stuck in the Spiral McDonald's is a little bruised, but definitely not broken. mark for My Articles similar articles
Financial Advisor
December 2009
David J. Drucker
Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession. mark for My Articles similar articles
The Motley Fool
October 19, 2006
Alyce Lomax
McDonald's Appetizing Quarter So far, McDonald's shareholders have had little to complain about, and given the signs, it's not hard to imagine that good things are still to come. mark for My Articles similar articles
The Motley Fool
April 22, 2009
Alyce Lomax
McDonald's Defies the Recession The fast-food giant continues to lure consumers to its discount fare. mark for My Articles similar articles
The Motley Fool
November 10, 2011
Tamara Rutter
1 Stock All Investors Can Love How McDonald's franchise business model helps drive profitability. mark for My Articles similar articles
The Motley Fool
April 25, 2007
Jeremy MacNealy
McDonald's: Making Money, Making a Difference The fast food giant is using its global footprint to impact important issues. And that's good news for investors. mark for My Articles similar articles
The Motley Fool
October 12, 2007
Alyce Lomax
McDonald's Scorching Hot Buns McDonald's reports another great month of same-store sales, and ups its quarterly guidance. Investors, take note. mark for My Articles similar articles
The Motley Fool
January 17, 2007
Alyce Lomax
Supersize Sales at McDonald's It's clear that McDonald's didn't stage any temporary turnaround -- it seems that the company is really delivering on its goal to not only be bigger, but better as well. Investors, take note. mark for My Articles similar articles
The Motley Fool
October 12, 2006
Alyce Lomax
More Good McNews for McDonald's The fast-food giant's shares hit a new 52-week high today, and they have appreciated 30% in the last year. Is it time to hit the brakes? Investors, take note. mark for My Articles similar articles
The Motley Fool
April 19, 2004
Alyce Lomax
Mickey D's Unhappy Day McDonald's loses its star chairman and CEO, Jim Cantalupo, to a heart attack. mark for My Articles similar articles
The Motley Fool
September 19, 2005
W.D. Crotty
Is McDonald's Restructuring? Rumors are flying under the Golden Arches. But McDonald's stock is still trading at 17.8 times earnings. That's hardly bargain territory. mark for My Articles similar articles
The Motley Fool
March 18, 2005
Mike Cianciolo
Herman Miller's Sitting Pretty The company's sleek office furniture designs continue to sell and grow earnings. mark for My Articles similar articles
The Motley Fool
November 24, 2009
Cathy Applefeld Olson
A Restaurant Ready to Shine A Foolish perspective on the nutritional value of McDonald's business. mark for My Articles similar articles
The Motley Fool
January 17, 2007
Tom Taulli
Boston Market: Still a Turkey McDonald's bought Boston Market to diversify. Now it's thinking about selling the chain. mark for My Articles similar articles
The Motley Fool
October 20, 2011
A Brief History of McDonald's Returns The returns McDonald's has produced for shareholders over the past decade have been more tangible than what you can find in other companies. mark for My Articles similar articles
The Motley Fool
October 22, 2008
Colleen Paulson
Investors Aren't Lovin' It Yet For long-term investors, this looks like an opportune time to get into McDonald's, a blue-chip stock with stellar performance. mark for My Articles similar articles
Financial Advisor
September 2006
Kristofor R. Behn
Seller Beware Is selling a financial planning practice to an outsider the best way to extract its true value? mark for My Articles similar articles
The Motley Fool
February 8, 2008
Alyce Lomax
McDonald's Does It Again Monthly comps are back up at McDonald's, showing that recent price fluctuations were only a hiccup. mark for My Articles similar articles
The Motley Fool
October 19, 2007
Alyce Lomax
McDonald's Delivers as Promised McDonald's third-quarter results show the continued strength of the fast-food giant. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2015
Mary Stark-Hood
Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy. mark for My Articles similar articles
The Motley Fool
January 24, 2006
Alyce Lomax
McDonald's: When Golden Isn't Enough While one can respect McDonald's impressive turnaround over the past several years, as well as the fact that it pays out dividends and is buying back shares, the stock doesn't present itself as a bargain these days. mark for My Articles similar articles
Investment Advisor
July 1, 2011
John Sullivan
Finding Success in Succession Planning Whether you're affiliated with a broker-dealer or completely independent as an RIA, proper succession planning helps you realize value long before you walk out the door. mark for My Articles similar articles
The Motley Fool
January 28, 2008
Alyce Lomax
McDonald's on Sale? One month's flat sales at the fast-food chain lead to a potential sale on McDonald's stock. mark for My Articles similar articles
Financial Planning
June 1, 2010
Daniel Seivert
Transfer of Power Fewer than 10% of practice owners have developed formal succession plans. Isn't it time you put one in place? mark for My Articles similar articles
The Motley Fool
November 30, 2011
Joe Tenebruso
Why I'm Adding McDonald's to My Watchlist The company's sales are still growing in the United States, thanks to new menu items, such as oatmeal and high-end coffee drinks. mark for My Articles similar articles
The Motley Fool
June 28, 2011
Todd Wenning
What Does McDonald's Do With Its Free Cash? Let's find out if they're good stewards of your capital. mark for My Articles similar articles