Succession Planning for Financial Advisors PDF ePub eBook

Books Info:

Succession Planning for Financial Advisors free pdf This book is going to challenge you and everything you think you know about succession planning.For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not "the" most, important practice management tools in this industry today.As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you "exit the building." In most cases, the answers are right in front of you. Thankfully, "Succession Planning for Financial Advisors: Building an Enduring Business" has arrived to transform today's practices into businesses designed to endure and prosper and serve generations of clients.Learn how to create a "Lifestyle Succession Plan" that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the jobUnlock the power of equity management - the best planning and building tool an independent advisor ownsLearn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their familiesDetermine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it mostUnderstand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools - tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ's and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today's independent practices, if left unchanged, will not survive the end of their founder's career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from "Succession Planning for Financial Advisors." Written by the leading succession planning expert in the financial services industry, former securities regulator, M

About David Grau, Sr.

Regrettably, at this time we cannot supply you with details about the Manager David Grau, Sr.. However, this doesn't imply that any of us do not work on her selection. Additionally we inquire that you simply allow us to within this make any difference. When you have down time and need will certainly exceptionally value if you present to you your data. As soon as receiving this sort of suggestions and details via users about the Succession Planning for Financial Advisors Manager David Grau, Sr., many of us very first your ex examine. As soon as most of us be certain that all real, merely post the item. We all can see this support and appreciate it ahead of time.

Details Book

Author : David Grau, Sr.
Publisher : Wiley
Data Published : 01 January 2014
ISBN : 1306906598
EAN : 9781306906593
Format Book : PDF, Epub, DOCx, TXT
Number of Pages : 224 pages
Age + : 15 years
Language : English
Rating :

Reviews Succession Planning for Financial Advisors



17 Comments Add a comment




Related eBooks Download


  • Comprehensive Financial Planning Strategies for Doctors and Advisors free pdfComprehensive Financial Planning Strategies for Doctors and Advisors

    Drawing on the expertise of multi-degreed doctors. and multi-certified financial advisors. Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners will shape the industry landscape for the next generation as the current ecosystem strives to keep pace..


  • Comprehensive Financial Planning Strategies for Doctors and Advisors free pdfComprehensive Financial Planning Strategies for Doctors and Advisors

    Drawing on the expertise of multi-degreed doctors. and multi-certified financial advisors. Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners(TM) will shape the industry landscape for the next generation as the current ecosystem strives to keep pace..


  • Career Planning and Succession Management free pdfCareer Planning and Succession Management

    This timely guide explains how businesses can effectively integrate and coordinate career and succession planning programs to meet the personnel demands of the future. * Examines career development in a much broader manner than is traditionally the case by focusing on both the personal and professional development planning needs of employees * Demonstrates how employees who are given tools and organizational guidance necessary to plan their development will usually be more successful in meeting their career aspirations * Expands on the organization's role in establishing career development programs to answer the question of who is responsible-the organization..


  • Family Business Succession free pdfFamily Business Succession

    The first ever comprehensive guide to family business succession planning. This book covers everything from what family business ownership is and how to structure ownership bylaws to business structure..


  • Textbook on Succession free pdfTextbook on Succession

    The law of succession is of fundamental interest to us all. When someone dies their property is distributed in accordance with their will or the rules of intestacy - the cornerstone of the law of succession..


  • Succession Planning for Financial Advisors free pdfSuccession Planning for Financial Advisors

    . This book is going to challenge you and everything you think you know about succession planning.For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growt