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What is Financial Planning? Today, employees have more choices than ever in terms of employee benefit programs and are taking [...]

Determining the value of your business is something you should not attempt to do on your own, especially because the [...]

A common conviction among many financial advisory founders is a sense their business will close when they retire. That may [...]

Many financial advisors isolate their personal goals from their business goals when developing a succession strategy. They tend to not [...]

As Benjamin Franklin once said, “By failing to prepare, you are preparing to fail.” Looking ahead to develop a [...]

Identifying a successor that can be an effective leader is critical to the future of your financial advisory firm. Finding [...]

If you’ve started to think about finding a successor to take over your financial advisor business, focus on the most [...]

So you’ve decided to move ahead with the sale of your financial advisory firm. To get to this point, you’ve [...]

If you’re one of the 44,000 financial advisors in the U.S. that have 10 years or less until retirement, chances are you [...]

Succession Connection is the connecting marketplace for financial professionals. Our affordable online marketplace is for: established financial advisors looking for [...]

Succession Connection is the connecting marketplace for financial professionals. Succession Connection is for:  Established advisors looking for a succession plan [...]

How do you take that to the next level and ensure you’re helping your clients plan for the long term, [...]

For your clients, an experience with you isn’t only the annual holiday card. It’s how consistent you are with their [...]

How to Conduct an Effective Client Review How effective are your client reviews? Could they use a little fine [...]