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Financial Advisor
July 2010
Evan Simonoff
Are Advisors Delusional? Fiduciary Network CEO Mark Hurley says they are because they believe their firms are very valuable -- but most aren't. similar articles
Financial Advisor
July 2010
David J. Drucker
I'm Buying ... You Selling? Donna Skeels Cygan didn't know she wanted to sell her advisory practice until she got an offer.
Investment Advisor
July 2010
David DeVoe
Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc. similar articles
Investment Advisor
July 2010
Olivia Mellan
Succession Planning: Pass It Forward The angel is in the details when it comes to the tricky business and interpersonal issues of succession planning. similar articles
Investment Advisor
July 2010
Lewis Schiff
Succession Planning: Buying and Selling Wealth Management Practices 2010 could be the biggest year ever for mergers and acquisitions in the financial advisory industry, but the players and strategies are different than they were prior to the market turndown. similar articles
Investment Advisor
July 2010
Robert F. Keane
Succession Planning: You've Got To Have A Plan Case studies of five advisors who have made succession planning a priority. similar articles
Investment Advisor
July 2010
James J. Green
Editor's Note: Of Vacuums and Flattery On succession planning, it's never too early to start. similar articles
Investment Advisor
July 2010
David DeVoe
Tailor-Made Successor While it may not always be easy to find an external successor, it can be done. similar articles
Investment Advisor
July 2010
Olivia Mellan
Olivia's Advice on Succession Planning Creating a succession plan now will create greater serenity and security for yourself, your family, your employees, and your clients. similar articles
Investment Advisor
July 2010
Robert F. Keane
Arriving With an Exit Strategy Make a long-term exit strategy part of your business plan. similar articles
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