Succession Planning for Financial Advisors, + Website
Language: en
Pages: 230
Authors: David Grau, Sr.
Categories: Business & Economics
Type: BOOK - Published: 2014-06-23 - Publisher: John Wiley & Sons

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This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becomi
Succession Planning for Financial Advisors
Language: en
Pages: 206
Authors: David Grau (Sr.)
Categories: Executive succession
Type: BOOK - Published: 2014 - Publisher:

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Your Family Business, Your Net Worth
Language: en
Pages: 150
Authors: Gary Pittsford
Categories: Business & Economics
Type: BOOK - Published: 2015-07-16 - Publisher: Advantage Media Group

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Successfully Transition Your Business to the Next Owner You have spent a lifetime building and safeguarding your business. Now it’s time to retire. If you are
How to Value, Buy, or Sell a Financial Advisory Practice
Language: en
Pages: 355
Authors: Mark C. Tibergien
Categories: Business & Economics
Type: BOOK - Published: 2010-05-13 - Publisher: John Wiley and Sons

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Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—wa
Success and Succession
Language: en
Pages: 245
Authors: Eric Hehman
Categories: Business & Economics
Type: BOOK - Published: 2015-09-15 - Publisher: John Wiley & Sons

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An insightful look at leadership transition from the successor's perspective Success and Succession examines the leadership transition process from the successo