The transition from advisor to how to be a CEO Your first job as a new advisor was to understand the industry and products, then get clients. Here you are, years later – you have great clients, you’re growing, and you’ve hired a good team. Whether by design or by default, you now find yourself […]
Buying or selling a financial services practice is a major event for any business. If done right, it is more of a process than a singular event at the end of a career. This one-hour session will cover current vs. historical exit planning trends, recommended timelines and strategies for leaving your business, valuation statistics, and […]
As an advisor, you have likely built a business of substantial value. Unlike other businesses, your most valuable asset is the relationship you’ve built with your clients, which commands time and commitment to ensure a successful transition near the end of your career. Understanding your value, key drivers and detractors, and how to develop a […]
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Change is hard. No one likes it. So it is no surprise that so many advisers avoid the subject of succession planning. Both a Cerulli Associates study and polling by the Financial Services Institute found that almost 60% of advisers have not yet identified a successor. Yet every year more advisers get closer to their […]
David Grau, Jr., President of Succession Resource Group will be a guest speaker at The Standard Summer MGA Conference on Wednesday, July 30, 2014. He will be giving a 1-hour presentation on succession planning!
Whether you plan to retire in the next 12 months or next 12 years, understanding/tracking/growing your business’s value is a key element to ensuring a successful outcome for your clients when you are ready to slow down. With the tools and information available to you today, you have the ability to track the value of […]