Succession Blog
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.
Dr. John Grable, help-seeking five-step framework
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 equity value.
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.
The large supply of businesses for sale on the market due to baby boomer exits will create a buyer’s market, putting downward pressure on pricing, and causing the selling cycle of a business to be unpredictable. Business owners who have formal exit strategies are more likely to have greater control and better results in the pricing negotiation, even in a buyer’s market.
Can all customers get retirement advice from AUM-driven robo-advisers? Some robo-advisers use centralized planning services to help customers at a minimum asset level set up a complimentary retirement financial plan. Fee-for-advice service practitioners need to help households that lack minimum investible assets.