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. ...
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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 job Unlock the power of equity management - the best planning and building tool an independent advisor owns Learn 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 families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand 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&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.
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Add this copy of Succession Planning for Financial Advisors, + Website: to cart. $22.56, good condition, Sold by Zoom Books East rated 4.0 out of 5 stars, ships from Glendale Heights, IL, UNITED STATES, published 2014 by Wiley.
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Book is in good condition and may include underlining highlighting and minimal wear. The book can also include From the library of labels. May not contain miscellaneous items toys dvds etc. We offer 100% money back guarantee and 24 7 customer service.
Add this copy of Succession Planning for Financial Advisors, + Website: to cart. $23.50, fair condition, Sold by Goodwill of the Olympics rated 5.0 out of 5 stars, ships from TACOMA, WA, UNITED STATES, published 2014 by Wiley.
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Fair. An acceptable and readable copy. All pages are intact, and the spine and cover are also intact. This item may have light highlighting, writing or underlining through out the book, curled corners, missing dust jacket and or stickers.
Add this copy of Succession Planning for Financial Advisors, + Website: to cart. $23.50, very good condition, Sold by Books Liquidation rated 4.0 out of 5 stars, ships from Sacramento, CA, UNITED STATES, published 2014 by Wiley.
Add this copy of Succession Planning for Financial Advisors, + Website: to cart. $23.51, very good condition, Sold by Goodwill Books rated 5.0 out of 5 stars, ships from Hillsboro, OR, UNITED STATES, published 2014 by Wiley.
Add this copy of Succession Planning for Financial Advisors, + Website: to cart. $23.51, good condition, Sold by Goodwill Books rated 5.0 out of 5 stars, ships from Hillsboro, OR, UNITED STATES, published 2014 by Wiley.
Add this copy of Succession Planning for Financial Advisors, + Website: to cart. $23.51, fair condition, Sold by Goodwill Books rated 5.0 out of 5 stars, ships from Hillsboro, OR, UNITED STATES, published 2014 by Wiley.
Add this copy of Succession Planning for Financial Advisors, + Website: to cart. $23.52, good condition, Sold by Goodwill of Colorado rated 5.0 out of 5 stars, ships from COLORADO SPRINGS, CO, UNITED STATES, published 2014 by Wiley.
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This item is in overall good condition. Covers and dust jackets are intact but may have minor wear including slight curls or bends to corners as well as cosmetic blemishes including stickers. Pages are intact but may have minor highlighting/ writing. Binding is intact; however, spine may have slight wear overall. Digital codes may not be included and have not been tested to be redeemable and/or active. Minor shelf wear overall. Please note that all items are donated goods and are in used condition. Orders shipped Monday through Friday! Your purchase helps put people to work and learn life skills to reach their full potential. Orders shipped Monday through Friday. Your purchase helps put people to work and learn life skills to reach their full potential. Thank you!
Add this copy of Succession Planning for Financial Advisors, + Website: to cart. $27.55, good condition, Sold by Big River Books rated 5.0 out of 5 stars, ships from Powder Springs, GA, UNITED STATES, published 2014 by Wiley.
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This book is in good condition. The cover has minor creases or bends. The binding is tight and pages are intact. Some pages may have writing or highlighting.
Add this copy of Succession Planning for Financial Advisors: Building an to cart. $29.54, good condition, Sold by GreatBookPricesUK5 rated 4.0 out of 5 stars, ships from Castle Donington, DERBYSHIRE, UNITED KINGDOM, published 2014 by Wiley.
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Good. Sewn binding. Paper over boards. With dust jacket. 224 p. Contains: Illustrations, black & white, Line drawings, black & white, Figures. Wiley Finance. May show signs of wear, highlighting, writing, and previous use. This item may be a former library book with typical markings. No guarantee on products that contain supplements Your satisfaction is 100% guaranteed. Twenty-five year bookseller with shipments to over fifty million happy customers.
Add this copy of Succession Planning for Financial Advisors, + Website: to cart. $35.36, fair condition, Sold by Lake Country Books rated 5.0 out of 5 stars, ships from Excelsior, MN, UNITED STATES, published 2014 by Wiley.
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Fair in Good jacket. Size: 5x0x8; READING COPY: PLEASE READ COMPLETE DESCRIPTION. Solid copy with fairly extensive underlining on some page. Many pages are unmarked. Text is still completely legible, but if markings bother you, this isn't your copy. Appears to be signed by author, personalized and dated, on front free end paper. Previous owner's name penned at top of next page. Cover corners are square. Binding is firm and square. Light bumps to spine ends. Jacket is glossy with light surface scratches and light edge wear; no tears. Underlining on front flap. Not up to our usual quality standards, but offered as an economical reading copy. Books, box sets, and items other than standard jewel case CDs and DVDs that sell for $9 or more ship in a box; under $9 in a bubble mailer. Expedited and international orders may ship in a flat rate envelope rather than a box due to cost constraints. All US-addressed items ship with complimentary delivery confirmation.
