Financial advisors help their clients make more informed financial decisions. Those decisions can be around anything from how to start investing to retirement or estate planning.

Financial Planning Education/Services

What is Financial Planning? Today, employees have more choices than ever in terms of employee benefit programs and are taking a more active role in securing their financial future. An employee benefit that can help your employees to understand the often confusing world of investment and retirement planning is financial planning education/services. Many employees would [...]

How can I determine what my business is worth for estate and gift tax purposes?

Determining the value of your business is something you should not attempt to do on your own, especially because the IRS could challenge your valuation. Even the IRS acknowledges that no one true fair market value (FMV) exists for a closely held business. There are appraisers who specialize in determining the value of businesses. Your [...]

Four Keys For Financial Advisor Succession Planning – Keeping Your Business Thriving After Retirement

A common conviction among many financial advisory founders is a sense their business will close when they retire. That may keep you working longer that you’d like to. Sensing that the vision, dedication and hard work you developed into a thriving business will go up in smoke – just doesn’t feel right. A 2017 PwC study showed [...]

Internal Vs. External Business Succession Planning Factors For Financial Advisors

Many financial advisors isolate their personal goals from their business goals when developing a succession strategy. They tend to not ask themselves what’s going to be most important once they retire. This failure leads to making short-term succession decisions instead of providing a long-term solution.When you’re thinking about business succession planning, it’s also time to [...]

Succession Connection Announces Financial Planning Scholarship

Succession Connection is the financial services industry connecting marketplace. We’re about encouraging those seeking a financial planning career and helping grow the financial services industry. And Succession Connection knows the costs of getting a degree, and professional certifications, for a financial planning career, are expensive.  With this in mind, we have some exciting news: Our [...]