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Author:
Publisher:
ISBN:
Category : Managed care plans (Medical care)
Languages : en
Pages : 116
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Book Description
Author:
Publisher:
ISBN:
Category : Managed care plans (Medical care)
Languages : en
Pages : 116
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Book Description
Author: Department of Health, London (GB). Social Services Inspectorate, Social Care Group
Publisher:
ISBN:
Category :
Languages : en
Pages : 54
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Book Description
Author: Capital District Recreation Planning Survey
Publisher:
ISBN:
Category :
Languages : en
Pages :
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Book Description
Author: Sidney Kess
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 669
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Book Description
Author: David Grau, Sr.
Publisher: John Wiley & Sons
ISBN: 1118866428
Category : Business & Economics
Languages : en
Pages : 230
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Book Description
This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.
Author: Oakland County Planning Commission (Mich.)
Publisher:
ISBN:
Category : Oakland County (Mich.)
Languages : en
Pages : 44
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Book Description
Author: Susan B. Rifkin
Publisher: MacMillan
ISBN: 9780333792667
Category : Community development
Languages : en
Pages : 155
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Book Description
Partners in Planning is about how professionals can work with local lay people in an equal partnership to support development programmes, particularly in the areas of health and education. It discusses the importance of generating information, encouraging active participation by those benefiting from the development programmes, and the subsequent empowerment of these people to give them the experience and confidence needed to influence the decisions that affect their daily lives. In particular, this book explores the idea and practice of empowerment through the way information is obtained and used.
Author: Deborah S Layton
Publisher: Simon and Schuster
ISBN: 1605507105
Category : Law
Languages : en
Pages : 284
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Book Description
Most Americans donÆt have a will. They avoid estate planning because they donÆt want to think about death or they think itÆs too complicated. But this easy-to-follow guide takes the mystery out of the process. This book shows readers how easy it can be to plan for security and peace of mind. Readers learn how to write a will, create an estate plan, designate executors, choose trusts, reduce tax liabilities, and distribute their assets. Other features include: A glossary of legal terms Advice for protecting families from creditors Guidance for unmarried partners The important role of charitable giving in your estate plan This book provides sound advice for planning retirement and managing assets at any age and income level. It also includes completely new information on: Updated tax, IRA, and Roth details Charitable giving opportunities for reducing taxes and leaving a legacy Instruction for keeping plans up to date as the readers age An estate planning checklist
Author: Louise Parker
Publisher:
ISBN:
Category : Community development
Languages : en
Pages : 40
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Book Description
Author: James B. Jackson
Publisher: McGraw Hill Professional
ISBN: 0071839399
Category : Business & Economics
Languages : en
Pages : 270
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Book Description
Proven retirement investing advice designed to meet the specific needs of physicians, attorneys, entrepreneurs, and other professionals In No One Loves Your Money Like You Do, financial guru Dr. James B. Jackson guides professionals through the challenge of retirement financial preparedness. Unlike the typical audience for retirement planning guides, these professionals have the luxury of a healthy income and a decent-sized nest egg, but they have large, illiquid assets (in the form of their practice) and complex partnership agreements to navigate. Jackson distills his decades of experience as a CFP (previous to which he was a practicing dentist) into practical, friendly advice for anyone who needs a hand in planning their retirement. Jim Jackson (Charleston, SC) is a Certified Financial Planner, who in the late 1980s founded Jackson Financial Co, Inc., a financial planning and registered investment advisory firm. As a partner in the newly formed JBJ Investment Partners, LLC, he continues to advise clients on investments and retirement planning, overseeing and managing assets for clients from coast to coast.
