Do you ever wonder if you’re doing the right things every day to get where you want to go? Having a Vivid Vision is a great way to define what your business is going to look like in 3 years and communicate that to your team! I’m sharing my Vivid Vision for Ellevate Advisors with you today, as well as the process I followed to create it!

Sellers in internal succession plans assume that their successor already knows how to run a firm and manage clients, and if they don’t, they start to look for a new buyer. This week, I'm sharing my most popular Meeting Agenda Template, which both buyers and sellers have come to love!

True family wealth is an abundance of what your family most treasures. Here's a formula your family can follow to create your own 100-year financial plan!

Like Albert Einstein, we’ve simplified valuations into the following 3 simple variables. Here’s what you need to know about Why, When, and Where to get a valuation!

Advisors need advisors too! There are three major things we're doing differently in financial planning for our advisor clients. Keep reading to find out how to take your financial plan to the next level!

We're celebrating our 1st birthday with a quick update on where the M&A market stands now, in terms of average deal terms and the most common challenges for financial advisors in the succession planning space, according to DFA's annual survey!

Exit planning not only helps your business while you are in it. It’s also the best way to leave the company on your own terms! So why is it so hard to get started? We’ve debunked the top 4 myths advisors believe about succession planning.

It feels nice to sit back and enjoy the comfortable income from years of hard work building your advisory firm. But this mindset is causing your firm to lose value! There are 3 signs that tell you it might be time to exit.

Twenty years ago, hiring a business coach would be seen as a sign of weak leadership. Now it’s widely accepted, and even respected. There are business coaches who specialize in almost anything you could possibly need! We’ve put together a list of the top 6 questions to ask the coaches you interview.

There’s something about a connection with a human being that creates a level of trust and loyalty beyond what a company could ever provide. A personal brand is a relationship with you, separate from your advisory firm. Building your brand involves finding your uniqueness, building a reputation on what you want to be known for, and crafting a clear message that grows your advisory firm your way.

Many financial advisors maintain a cool professional demeanor and an air of inaccessibility and prestige. Our culture says if we are too authentic or vulnerable, then our credentials, expertise, and ability to lead come into question. The courage to be yourself is your greatest strength. Follow these 10 steps to use vulnerability to grow the value of your firm and live a more meaningful life.

Online marketing can be expensive and time-consuming. How do we stand out from all the other advisors out there? The answer is narrative marketing. Your prospects will get hooked because they want to hear how the story ends. The best story-selling casts the prospect as the hero of the story. Here are 7 steps to using narrative marketing in your practice.

At some point, you'll want to add a younger advisor to your team. What are these young, hungry advisors looking for in an employer? How can you attract and retain millennial talent? Here’s the inside-scoop on what young advisors are looking for when they interview with you!

When we think about growing our financial advisory firms, it’s critical to focus on building value instead of income. Most advisors run “lifestyle” businesses which generate nice income but don’t have transferable value. Investing in transferable value increases your firm's value, income, and exit options later on. We guide our clients through these 5 steps to create that transferable value.

Most traditional advisors charge a percentage of assets under management (AUM). That means your fees go down as the market goes down. We saw a lot of that this spring! At a time when you’re getting paid less, your clients actually need you the most. Unfortunately, no business is truly recession-proof, but there are a few things to work towards before the next big market pull-back.