Succession Blog
Unintentional client shaming can result from thoughtless word choices and body language during financial counseling and may damage the client-advisor relationship. A clinical psychologist offers advice on how to avoid shaming.
Award Winner in the Business: Personal Finance/Investing category of the 2020 Best Book Awards sponsored by American Book Fest.
CHARLOTTE – Value Growth Institute is pleased to announce, Dr. Chia-Li Chien's latest peer-reviewed research book "Enhancing Retirement Success Rates in the United States: Leveraging Reverse Mortgages, Delaying Social Security, and Exploring Continuous Work," was named Award-Winning Finalist in the Business: Personal Finance/Investing category of the 2020 International Book Awards. Chia-Li Chien, Ph.D., CFP®, PMP®, is the Succession Program Director of Value...
During the Coronavirus crisis, small businesses and private nonprofits without standby working capital should consider disaster loan assistance from the U.S. Small Business Administration.
Redoing your exit from your financial planning practice will not be necessary if you employ the proper planning steps, keeping your eye on your business model, succession payout options, timing, and components of business equity value.
Automating financial advising in some areas cannot compete with good old-fashioned family role models and learning from examples.
