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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.
Investment Advisor May 1, 2011 Mark Tibergien	The Constituency Conundrum How will your business decisions impact those who rely on you?
Investment Advisor July 2010 David DeVoe	Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc.
Investment Advisor July 2007 Mark Tibergien	People Who Need People Many advisory firms are thinking about creating achievable human capital plans.
Investment Advisor December 2006 Stuart Zimmerman	Reality Check Long before making a financial advisory practice hand-off, make sure your firm's culture and structure reflects your goals.
Financial Advisor October 2011 Joni Youngwirth	The Replacements The pros and cons of choosing an internal successor.
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.
On Wall Street August 1, 2012 Denise Federer	The Perks and Perils of Working in the Family Business You may not work with your relatives but many of your clients probably do. Being aware of the personal and financial impact of such unresolved conflict can enhance your understanding of some of the issues your clients in family businesses may be facing.
Financial Advisor December 2009 David J. Drucker	Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession.
Financial Planning September 1, 2008 Stephanie Bogan	Who Will Succeed? There is little doubt that current and anticipated growth, the challenges of managing firms and related human capital dynamics will lead us further into uncharted waters.
On Wall Street April 1, 2012 Denise Federer	Are You A Succession Saboteur? Adjust your plan as necessary so that you can fulfill your commitment to securing not only your future, but the future of the people that you care about: your clients, your team and your family.
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 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.
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.
Financial Advisor April 2005 Tibergien & Pomering	The Challenge Of Growth Most financial advisory firms are too big and yet too small. The profession is at an entrepreneurial crossroads.
Registered Rep. July 24, 2014 David Grau Sr.	Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice.
Investment Advisor June 2006 Tibergien & Littlechild	Consider the Clients If you are one of the many who is thinking about buying, or merging, your book of business or a substantive advisory firm, no doubt you have thought about risk. Hint: it's the firm's clients who determine its true value. So talk to them.
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.
Investment Advisor September 2010 DePardo & Inveen	People and Pay: Use the Lebron Rule of Retention An aggressive and proactive talent retention strategy is key to winning performance.
Investment Advisor July 2008 Mark Tibergien	Awaken Your Inner Manager It seems that financial advisory practices hit a wall at various points -- at a staff of three, again at eight, again at 15, and so on. How can you break through these walls to successfully manage and develop your staff?
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.
Financial Planning March 1, 2011 Roger Verboon	Succession Planning: Moving on Advisors excel at helping clients plan for the different stages of their lives. But when it comes to planning for stages of their own business lives-particularly the last one-many fail to take their own advice.
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.
Financial Planning January 5, 2008 Mark Penske	Land of Uncertainty Although it can seem like an impossible task to find the right successor for your financial advisory business, stories and experiences from those who have crossed this line confirm that there is life after the big decision, both short and long term.
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?
Registered Rep. December 29, 2010 Anne Field	Succeeding At Succession A quarter of firm owners lack an exit plan, according to a 2009 survey by Rydex/SGI's AdvisorBenchmarking. And more than one-third don't have a timeline for when they're going to leave the business.
Registered Rep. March 22, 2011 Jerry Gleeson	Succession Not Succeeding For Family Business Wealth managers with family business owners for clients may want to prepare for some rough transitions ahead.
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.
AskMen.com Jasper Anson	Working In A Family Business A family business is a team effort.
Financial Advisor November 2011 Joni Youngwirth	Outside The Box The pros and cons of choosing an external successor.
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.
Financial Advisor July 2011 Shelley A. Lee	Passing The Torch According to the old African proverb, it takes a village to raise a child. The same sentiment could be applied to "raising" a network of advisors. But what happens when the village elders retire?
Investment Advisor September 2008 Mark Tibergien	The Bounty for Captain and Crew Does ownership of an advisory firm pay enough when rewards for employees are so high?
Registered Rep. June 18, 2014 Matt Oechsli	Building a Multigenerational Wealth Management Team The most common exit strategy for a veteran advisor getting ready to retire is to sell his or her book according to the guidelines established either by their firm or industry valuations standards.
Investment Advisor October 2007 Mark Tibergien	Exit, Stage Left There comes that awful realization in every advisor's life when he finds himself in the netherworld between wisdom and obsolescence. As the leader of the business, how do you know when it's time to step aside?
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?
Financial Planning October 1, 2010 Mindel & Sleight	The Family Way Transferring a family business is a legal, financial and emotional tangle. Here are some strategies to help clients do it right.
Financial Planning May 1, 2012 Glenn G. Kautt	Transitions A few years ago I surveyed nearly 1,500 business owners about succession planning. One quarter - working as individuals and billion-dollar revenue firms - told me their succession plan was to die at their desks! Does this sound familiar?
Investment Advisor September 2010 Mark Tibergien	Formulas For Success: Soul Mates, or Marriage of Convenience? When considering an advisory firm merger, get to know your potential partner.
Investment Advisor August 2007 Angela Herbers	Dream Teams Successful advisory firms make room for solid performers as well as superstars. As a manager of human resources, firm owners need to understand that their personal definition of success is not going to be everyone's definition.
Registered Rep. July 1, 2013 Diana Britton	Getting Out Avoiding the dangers of poor planning. Succession planning takes significant effort and forethought. You would want the same for your clients. Why not for yourself?
Financial Advisor November 2012 Joni Youngwirth	From Solo To Silo, From Ensemble To Enterprise Firms evolve for many reasons. What kind of firm is yours?
Registered Rep. March 30, 2011 Matt Matrisian	Bridging the Succession-Planning Gap Too many advisors need help planning their financial futures. Today, only about 18 percent of independent advisors have a well-defined business succession plan that is ready to implement.
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 2010 Joni Youngwirth	Managing The Transition Here are some real-life examples of what can happen when you sell your advisory practice.
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.
Investment Advisor July 2010 Olivia Mellan	Succession Planning: Pass It Forward The angel is in the details when it comes to the tricky business and interpersonal issues of succession planning.
Financial Planning April 1, 2010 Deena Katz	Set Up for Succession Succession planning is not just a personal transition; it is very much a practice transition as well. The success of the person you select to follow you depends upon how well you have prepared to hand off your practice management functions.
Financial Planning September 1, 2011 Suzanne McGee	Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money.