Succession Planning: A Critical Opportunity for Independent Broker-Dealers
Effective succession planning is crucial for independent...
Cerulli Report Highlights Advisor Headcount Stagnation and Succession Planning Challenges
Advisor headcount is stagnating, and succession planning is critical...
ContinuityCast Episode 8 - John Novachis
In this Lightning Chat we visit with John Novachis Executive Vice...
8 Continuity Plan Questions You Need to Answer
Continuity plans can take many forms but here are the top 8 things to...
5 Basic Principles of Valuation
There are five basic principles to creating an accurate valuation for...
7 Steps to Determine the Price of a Business
Estimating the most accurate value for your business means you take...
5 Tips for Finding the Perfect Partner
Finding the right partner can be difficult but not impossible if you...
Selling a Book of Business - What You Need to Know
Selling an insurance practice comes with emotional, financial, and...