Tips for advisors starting the succession planning process
Thinking about retirement doesn't have to be difficult
Latest news in Practice Management
Practice assessment tips for advisors working on succession
An expert explains how and why to prepare details about your practice and clients
- By: Katie Keir
- November 22, 2021 November 19, 2021
- 09:02
Choosing and working with a successor for your practice
Tips for finding the right person
- By: Katie Keir
- November 22, 2021 November 19, 2021
- 09:00
Succession planning tips from advisors
The succession planning process can be difficult, so plan ahead as much as possible
- By: Daniel Calabretta
- October 19, 2021 October 19, 2021
- 10:00
Stop putting off succession planning
An industry expert urged advisors to step up their game during IAFP's 2021 symposium
- By: Katie Keir
- September 24, 2021 September 24, 2021
- 15:29
Making financial advice a family matter
Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances
- By: Jeff Buckstein
- August 30, 2021 August 30, 2021
- 00:08
Protecting yourself from claims when clients are stressed
Dissatisfied investors may confront advisors due to poor performance
- By: Michelle Schriver
- June 10, 2020 June 10, 2020
- 09:34
To be continued
Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19
- By: Greg Dalgetty
- June 5, 2020 June 10, 2020
- 00:17
Coach’s Forum: Make the transition to “transition coach”
Helping business-owner clients transfer their businesses can enable you to end your career on a high note
- By: George Hartman
- June 5, 2020 June 10, 2020
- 00:16
Post-traumatic growth webinar
In this webinar replay, learn how living through a crisis can make both you and your company stronger
- By: IE Staff
Advisors turning to webinars to educate clients
Online education also provides opportunity for prospecting
- By: Mark Burgess
- April 13, 2020 April 13, 2020
- 13:28
How to prioritize the time you spend with clients
Segmenting your book can help you serve clients better
- By: Mark Burgess
- December 2, 2019 December 2, 2019
- 10:56
Insights from an audit of a referral business
CSA reforms on referral arrangements have been put on the back burner — for now
- By: Michelle Schriver
- October 31, 2019 October 31, 2019
- 10:36
Tech Tips: Getting the most from your Wi-Fi
A mixture of the latest wireless networking standard and some configuration tricks can ensure that you have excellent coverage throughout your office
- By: Danny Bradbury
- May 3, 2019 November 6, 2019
- 00:10
Surveying the competitive landscape of wealth management
A look at the opportunities and risks advisors face
- By: Michelle Schriver
- May 2, 2019 October 30, 2019
- 12:11
How advisors can protect themselves from E&O claims
Tips on how to avoid claims, and what to do when claims arise
- By: Michelle Schriver
- April 29, 2019 October 30, 2019
- 09:00
How to become a new economy advisor in five steps
CEO of The Big Idea Company shares tips on client engagement
- By: Michelle Schriver
- April 26, 2019 October 30, 2019
- 11:15
Your clients and mental health
Problems such as depression and addiction can affect a client's ability to make financial decisions
- By: Leah Golob
- March 8, 2019 November 6, 2019
- 15:10
Ten essential practice technologies
Advisors who embrace technology experience deeper client relationships, greater efficiency and growing businesses. Here's a look at the top tools for a sound, tech-based practice
- By: George Hartman
- February 12, 2019 November 6, 2019
- 00:12
Tech Tips: Top tech mistakes
Careful planning will save time, money - and aggravation
- By: Danny Bradbury
- February 12, 2019 November 6, 2019
- 00:11
Europe Blue-Chip Dividend & Growth Fund confirms termination date
Closed-end fund units will be redeemed on March 29
- By: IE Staff
- January 24, 2019 November 10, 2019
- 09:27
A cure for yearend gloom
This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…
- By: George Hartman
- October 26, 2018 November 6, 2019
- 00:05
Tech Tips: Get your email under control
There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…
- By: Danny Bradbury
- October 26, 2018 November 6, 2019
- 00:04
Echelon Wealth appoints chief client officer
Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath
- By: Anne-Marie Vettorel
- October 2, 2018 October 30, 2019
- 14:00
Why it’s important to involve the children of HNWIs in estate planning
Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition
- By: James Langton
- September 21, 2018 October 30, 2019
- 12:27