My favorite Christmas movie is 'A Christmas Carol', where Ebenezer Scrooge is visited by the 3 Christmas ghosts and his life is forever changed! I had a similar life-changing experience, when I was asked these 3 Life Planning questions. How will Life Planning change your life this Christmas?

What actually happens when an advisor doesn’t have a written continuity plan in place? We can plan for our succession plan, but we can’t adequately control a continuity situation. Here’s a real life story.

Do you want to be a Financial Advisor or a Business Owner? If you want to be a business owner, you need to master these 5 business strategy skills to move from the role of financial advisor to CEO in your advisory firm.

Many young advisors would love to acquire an advisory firm but have been burned by sellers who don’t value open communication and mutual respect. Here are the 6 stages to growing a firm through acquisitions that mutually benefit all parties.

Most Succession Plans start with some form of Merger or Partnership. It's a lot like dating before getting married in real life! The Partnership Agreement is a Marriage Certificate and Pre-Nuptial Agreement all in one document. Here are the 7 steps to a successful Merger or Partnership for any Succession Plan.

A Buy-Sell Agreement is like having a Revocable Living Trust for your business. For Advisory Firm Owners looking to start transitioning out of the business in the next 12-18 months, here are the key components of an Advanced Succession Plan.

Congratulations! If you’re reading this, you’re starting to get serious about exiting your advisory firm. While a continuity plan provides for emergencies, a succession plan allows you to control the contingencies. Here are the key components of a Beginner’s Succession Plan.

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!

Exit Planning is like estate planning, but for your business! Sometimes you just need a Living Will, but sometimes you need a Trust. Whether you’re just starting out, or seriously considering your exit, it’s your fiduciary duty to have an exit plan in place for your clients.

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.

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.

For most older advisors, the thought of hiring your own financial planner might trigger negative emotions, like fear, shame, or defensiveness. A lot of the younger advisors joining the profession don’t share these emotions! Here’s why advisors under 40 want to hire their own advisor...

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.

We’ve been working hard this quarter to get you more resources and services to help with your succession plan! Here are a few updates you’re going to love, starting with our Exit Planning Checklist!

Interviewing people is hard, especially when you’re interviewing potential buyers or sellers for your advisory firm! There’s a lot at stake, but it really comes down to alignment between both parties on 3 factors. We’ve outlined those for you, and included a key question to add to your meeting agenda to set you up for a successful exit planning interview!

If you think transferring your advisory firm to your children or an associate financial advisor is risky, you are right. Insider transfers face 3 risks, but we have a solution to each!

When George Washington relinquished his Presidency, he showed us how to exit gracefully and endorse the next generation. He exhibited 3 character traits, as seen in the Broadway musical, Hamilton, that we can learn and apply to secure succession plans in the financial advisory industry today.

Did you know that while building up a cash reserve for is good, it’s better for the marriage to be able to talk about money? As a financial advisor, trying to help a couple who can’t talk with each other about money can actually make the relationship worse. Here are a few tips to help you and your clients thrive in love and money!

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.