Continuity Plans may be required by the regulators, but there is no industry standard for how to do Continuity Planning successfully. Does your Continuity Plan include everything it needs to protect your clients, family, and advisory firm if you are incapacitated/unexpectedly die? In this blog, I share 9 warning signs your Continuity Plan is incomplete if a triggering event happens.

Do you remember the excitement and big dreams you had for your firm when you launched? The initial honeymoon period of launching an RIA fades over the years. One way I love to reignite my passion for the business is to update my vision for what the firm could look like 3 years from now. In this blog, we’ll dive into 5 tips for updating your advisory firm’s vision documents and share about Ellevate Advisors’ renewed 3-year vision! 

As the financial industry continues to evolve, it has become harder and harder for advisors to differentiate themselves. The big question is a familiar one. To niche or not to niche? Here's what I've learned about niching and how to connect to your ideal clients!

They say there are two sure things in life: death and taxes. As a financial advisor, having a written Continuity Plan in case you can no longer work due to an emergency or suddenly pass away is not only responsible, but it’s also your fiduciary duty. After talking with compliance experts, custodial paperwork gurus, and attorneys, I’ve compiled vital information that every advisor wishes they knew in order to get their continuity plan in place!

The “fake it ‘til you make it” mindset has some key flaws when it comes to building an advisory firm. It gives the illusion that we are all experts with flawless plans and foolproof strategies. Here are our tips on how to learn from other advisors while still embracing your own unique path in building your advisory firm!

What will the future of Financial Planning look like? I believe that financial planning is undergoing a new, powerful phase of its evolution! Here are three questions I think every advisor should ask themselves to make sure you evolve with an ever changing industry.

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!

If you've been following my story, you know that my family and I recently returned from living and working in France for two months It was an incredible adventure, but also filled with incredible hardship. Keep reading to learn the REAL story of how I practiced self-care during our trip!

Did you know I’m running my firm from France right now? It’s not because we’re rich or anything. In fact, with some financial planning, you could be doing the same thing in a few years! Today I’m sharing a few of the life-changing decisions we made to get here. If you want to put something like this in your financial plan, I’m just a phone call away!

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!

An advisory firm can have an excellent transition strategy, with the right team in place to execute the strategy, but the end result can be torpedoed by a low-trust tax, or multiplied by a high-trust dividend. So, how do we create trust? Keep reading to find out!

What would happen to your business if you were to get hit by the proverbial bus today? I have seen first hand what can happen and it's not pretty. Our online Continuity Course for financial advisory firms is now live! This is your emergency exit planning solution!

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!

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 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!

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!

Exit planning for your advisory firm may seem overwhelming, but we’ve made an Advanced Continuity Planning checklist, for established businesses with an owner, or owners, still years away from exiting.

A Beginner's Continuity Plan is for new advisory firms or those new to exit planning. It's like having a basic Living Will for your business. Get started today with these 4 easy steps!

Drama exists in every succession plan. Recognizing and overcoming drama is a tool you need to have if you want to secure a succession plan for your financial advisory firm.