Being educated about money makes marriage, starting a family, and eventually retiring so much easier. Those are the things my dad truly cares about, but it all starts with a conversation about money. Here are a few tips on how to start a money conversation with your dad this Father’s Day!

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!

My mom did an amazing job teaching us practical money skills growing up! Here are some of her tips on how to have a healthy relationship with money at every age and stage of life!

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!

If I were to get hit by a bus today, there would be a lot of loose ends in my life and business. I think that's not right, which is why I've been creating a course to help advisors everywhere solve this problem. Read this week's blog to learn what to expect when you take our course!

Completing an annual valuation on your business is the financial service industry equivalent of undergoing your annual physical. Unlike an annual physical, your valuation results should get better as your business matures. It provides data to set the right business goals, and a starting point to create an exit strategy. Keep reading to learn all that your valuation can do for your business today and in the future!

Happy early Easter! No matter what your faith, your values are the foundation of your financial plan. Here are 3 tips to integrate your faith and your finances!

Who is afraid of success?!? The Fear of Success is actually a type of Imposter Syndrome. The more I read about it, the more I see how it has impacted my life and business. That's why I wanted to share with you the 6 types of Fear of Success and how to overcome them. I think I’m Type #4; which one are you?

The foundation of the financial services industry is in historical data and facts. This is both a blessing and a curse! Instead of focusing only on IQ, we’ve found that embracing your EQ (Emotional Intelligence) and TQ (Transition Intelligence) makes you a better advisor, and greatly increases your happiness during your succession plan. Here are a few tips on how you can improve your TQ starting today!

Happy almost St. Patrick's Day! It's fun to celebrate the "luck of the Irish" but are you relying on luck in your financial plan? Read more to find out the 3 threats of luck to avoid!

These are my favorite 7 books on exit planning for advisors! Whether you're contemplating your exit, or in the middle of a transition right now, this list lays a fantastic foundation for any succession plan!

The most common question I get asked is, “Why would I hire an advisor if I can do this myself?” That is a valid question! There are 5 signs that you (yes, you, the advisor reading this!) probably need to hire your own advisor.

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!

In life, some decisions are made for us, but your exit should NOT be one of those things! Here are two stories which illustrate the beauty of exit planning, in being prepared to find the right buyer at the right price.

Back in 1987, the average house price was only $104,000… Those were the good old days! That’s when my grandad made the life-changing decision to become a financial advisor. There’s so much we can learn from his story about the value of engaging our own financial planner, and how to retire successfully!

The complexities of succession planning often mean that deals take years to develop, only to end in disaster. Investing the time and money to build your team could be the one thing that carries your deal through, at the end of the day.

Studies have shown that the more incompetent we are, the more likely we are to overestimate our abilities. This keeps us from building healthy relationships with clients, and managing a team. Here's our secret to successful leadership!

What is a “failed” succession plan? That answer depends on how the partners define success or failure. Here are 7 red flags to watch for, and take action to save your succession plan!

Today I’m celebrating everything we’ve accomplished for you in 2020, and giving you a sneak-peek about what’s coming in 2021! The biggest news is that we’ll be turning 1 year old!

What are your goals for 2021? If you don’t know, you may benefit from Life Planning! The Life Planning process reveals your life’s purpose. What do you want to do? Who do you want to be? Let’s find out!