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Financial Advisor September 2005 Dorothy Hinchcliff	Following In Mom's Footsteps Succession is an issue that female financial advisors are considering going forward with now that the profession has been around long enough to have established, longtime practitioners, many of whom are looking to bring younger people into their firms. In some cases, the younger people are turning out to be their own children.
Investment Advisor December 2006 Mark Tibergien	Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting.
Financial Advisor June 2012 Karen DeMasters	Succession Survival Guide Advisors plan for their clients' futures but often ignore their own.
Financial Planning September 1, 2009 Hamburger & Walter	The Missing Piece Succession issues arise with every business, but they're more personal and are subject to more emotions in an entrepreneurial, closely held, professional services firm.
Investment Advisor July 2010 David DeVoe	Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc.
Financial Planning July 1, 2011 Nancy R. Mandell	Family Affair Lucky you, if like Janet Briaud, Judi Brown, Lew and Karen Altfest, and Ron Weade, your business-minded child is willing and able to join you in your practice and keep the lights on when you retire.
Investment Advisor November 2007 Mark Tibergien	Heirs and Omissions In planning for succession, think of your financial advising practice as a family business. If parents and children can manage through the natural conflicts, most practices have a great opportunity to last through another generation.
Financial Planning March 1, 2007 Tere D'Amato	Buy-Sell Review If your financial advisory clients are business owners, updating their buy-sell agreements should be a regular exercise.
Investment Advisor April 2007 Olivia Mellan	Child Is Father to the Man Few money messages are as enduring as the ones a son learns from his dad. Here's what financial planners need to understand about this special relationship.
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.
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?
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.
Financial Planning November 1, 2007 David Grau	Protecting Equity As independent advisors move to evaluate, build and realize the equity in their growing practices, one holdover succession practice threatens to undermine their progress.
Investment Advisor March 2006 Mark Tibergien	Formulas for Success: Preparing for the Fall Are you succeeding at succession? This question increasingly comes up as advisors see each month flip away, and each year change a digit. In the autumn of your career, are you prepared for the inevitable?
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.
Knowledge@Wharton August 27, 2003	Family Ties: Succession Seen Through a Successor's Eyes Like monarchies, one of the thorniest problems family firms face is succession. Over the years, academics have explored factors that can smooth the succession process for family firms. A second-generation successor talks about how the process has gone.
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?
Financial Advisor June 2007 David J. Drucker	Hailing For A Chief When it comes time for your financial practice to hire a COO and no one on your staff qualifies, where do you find one?
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.
Registered Rep. January 1, 2005 John Churchill	Nothing Succeeds Like Succession Whatever type of succession plan you create, you're really creating a growth plan, providing for continuity of the business and for clients. Advisors need to see it that way, instead of an end or an exit.
Salon.com June 13, 2000 Amy Silverman	The secret life of Dad He stood up to John McCain to protect me -- and never told me about it.
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?
Job Journal June 18, 2006 Rich Heintz	Your Father's Footsteps Fathers have a way of unintentionally shaping their children's careers -- and both sides could learn from the experience.
On Wall Street October 1, 2011 Todd Colbeck	Five Steps to a Smart Succession Plan As sure as the fact that today you are a financial advisor, some day you will leave the business. And the wisest course of action is to prepare for a succession plan years before you leave your practice.
Registered Rep. June 1, 2004 John Churchill	Keeping Family Businesses in the Family It's not news that mixing family and business can be messy, but advisors might be surprised to know the extent to which family-owned businesses need their services.
Investment Advisor March 2009	The Shoeless Cobbler There are many common issues, both personal and professional, that are keeping today's advisors from properly preparing for their own retirement and succession planning.
Financial Planning August 1, 2008 David Grau	Worthy Successors In the financial services industry, the general term "succession planning" describes any number of plans to deal with an owner's departure from the business.
National Real Estate Investor May 1, 2006 Sibley Fleming	Early Calling Here's how the growing complexity of the real estate industry became the impetus for this real estate financial analyst to earn her Master's in Real Estate Development.
AskMen.com Julian Marcus	12 Traits Of A Great Father A good father makes all the difference in a child's life. He's a pillar of strength, support and discipline.