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Summary: BOSTON — “We’ve got a lot going on, we’re managing over $1 billion in assets, I’ve got a really good team, but something is missing in the chemistry,” Paul confided in me with great frustration, and then continued his stream of consciousness with, “as the team leader, I hate to admit it, but I think it’s a trust issue.”
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Summary: Many business owners instinctively gravitate toward transferring ownership to their children. However, they must be mindful of the common, sometimes devastating, problems that go along with a transfer to children. While disagreements in third-party sales and sales to management can affect owners’ business lives, those same disagreements can have wide-ranging effects on the personal lives of business owners, their children, and their families in transfers to children.
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Summary: Unhappiness seems particularly prevalent among firms managing between approximately $100 million and $300 million of AUM — a subcategory of firms I call “accidental business owners.” Though these individuals may have built successful and profitable businesses, they might have never imagined having to spend so much time managing.
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Summary: [Podcast] In this episode Justin shares how the financial planning approach has changed over the years. The approaches that were taken for the previous generation no longer work the same as they do for those who are now planning and approaching retirement years.
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Summary: TD Ameritrade put the competitive pressures tied to robo-advisors and other technology left, right and center at its LINC 2018 RIA conference this week in Orlando. Industry leaders highlighted the power and threat of technology and how to address these trends in the advice business.
