Start-up in Your 50s? Think Again
A recent MIT/U.S. Census Bureau study finds more successful business exits among start-up founders aged in their 50s, but the author cautions against misconstrued study results
Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC
Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC, is a Succession Program Director at Value Growth Institute. Before her starting her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession planning at national conferences and has published three award-winning books, including her most recent publication, “Enhancing Retirement Success Rates in the United States.” She publishes research on succession topics in a variety of academic and practitioner research journals. Dr. Chien serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a Certified Financial Planner (CFP®) as well as Project Management Professional (PMP®). Dr. Chien is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University.
Reaching Goals through Strategic Networking and Good Work Habits
Financial services executive Sandy Brown speaking at California Lutheran University shared secrets of her success and advice for others to get ahead. Strategic networking is key.
Leverage the Uncertainty Crisis
Uncertainty in the financial world causes clients to exhibit unfavorable behaviors. FP professionals can leverage the uncertainty by educating clients about realities of retiree spending and demonstrating alternative strategies.
Grable’s 5-Step Help-Seeking Framework and Business Succession Planning
Dr. John Grable, help-seeking five-step framework
Start Now, Finish Well
To finish well, you need careful succession planning now. This article will help you prepare for your business succession to transition you into retirement with practical succession planning strategies to reduce risk while you build…
Getting Business Succession Done When You Want It
Business succession with or without preplanning and willing family can be tricky. Owners can look to business brokers to exit their businesses when they want to.