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Summary: One of the most common misconceptions regarding succession planning is: “I’m young and healthy. I’ll think about succession planning when I’m closer to retirement.”
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Summary: We all know it takes many years and plenty of gray hairs to build a great financial advisory practice, right? Maybe not. If you do it correctly, you can build a successful business much faster than you may have ever thought possible. Research by my firm, CEG Worldwide, has found a select group of advisors who are green in terms of experience, but are generating great success in their businesses.
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Summary: A top FINRA official says the industry watchdog has started reaching out to broker-dealers who offer robo advice, asking how they determine client risk tolerance, among other factors.
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Summary: For many older advisors, the task of finding an exit strategy can be so daunting that they simply put it off or don’t do it. But your successor could be the person sitting across the table—your client.
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Summary: It seems everywhere advisors turn these days, it’s “digital this and digital that.” With the sometimes confusing mash-up of bits and bytes and constant technological innovation, it’s critical that advisors know when and where to jump into the digital fray
