From ByAllAccounts
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Summary: A contingency plan is the first step in a succession plan. If you can take that first step, you are closer to your goal of safeguarding your clients, your employees, the value of your firm and your families. In this artcle, Mary Ann Buchanan provide 3 actionable steps to begin your contingency plan.
From SEI
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Summary: CPAs are connected with so many clients for tax preparation and as such, they can be a terrific source of new business. If you’d like to get introduced to new accounting relationships and discuss how you share their vision of helping clients save money on taxes, social media is a tool you should consider. There are many ways for you to meet CPAs and accountants via social media. this article break them down by platform.
From wealthmanagement.com
Added on August 2014 in M&A Issues
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Summary: New York-based Cantor Fitzgerald Wealth Partners has acquired Capital Planning Advisory Group, a Yardley, Pa.-based RIA and the sixth team to join Cantor’s wealth management business since the launch of that division last September. The team manages about $120 million in assets, according to Meridian-IQ. The acquisition brings Cantor Fitzgerald's wealth management division to just over $3 billion in assets.
From LinkedIn
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Summary: If your prospect or COI has a LinkedIn account, you should connect with them. Period. Not only does it enable you to learn heaps of information about your prospect, it creates additional touch points. These creative points of contact help raise overall awareness and progress your relationship. Here are ten situations that give you an easy reason to touch-base with prospects and COIs on LinkedIn. We’ve also included a few ways you might respond.
From Think Advisor
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Summary: One of the hardest decisions for a business leader to make is when to exit. This is also one of the most important decisions. This choice informs every other aspect of management, from the people hired to firm branding to client relationships. It also directly impacts the leader and those who depend on him.
