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Author Archives: Brian

Blog Posts Are clients asking when you will be retiring?
January 30, 2018in Blog Posts 0 Comments 11 Likes

Are clients asking when you will be retiring?

When I ask advisors how long they’ve been in the business, it usually prompts a response about how long ago they started in the business. They even elaborate more on

by Brian
Blog Posts Buy, Sell, or Hold — A Succession Planning Panel
December 12, 2017in Blog Posts 0 Comments 1 Likes

Buy, Sell, or Hold — A Succession Planning Panel

Buy, Sell, or Hold A Succession Planning Panel Moderated by Suzanne Patrick-Lawrence Featuring Buyer by Evelyn Zohlen, CFP® Featuring Seller by Jim Johnson, CFP® Featuring Hold by J.D. Bruce   During the Quarterly Education Meeting for the Financial Planning

by Brian
Blog Posts Is Your Practice Growing or Stalling?
June 9, 2016in Blog Posts 0 Comments 0 Likes

Is Your Practice Growing or Stalling?

Practice Management Solutions Newsletter – June 2016 Practice value growth is directly related to client segmentation. Client segmentation is the term we’re all familiar with, yet the majority of advisors have

by Brian
Blog Posts Keeping Your Clients Happy?
June 9, 2016in Blog Posts 0 Comments 0 Likes

Keeping Your Clients Happy?

Practice Management Solutions Newsletter – April 2016 Managing hundreds of advisory clients and keeping your clients happy is not easy job, but if you are only talking to clients once

by Brian

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