If someone else can do it, someone else should do it
Benefit from delegating much more than basic administrative activities
Many advisors think they can't afford to build a team, others would say they can't afford not to
The final 11 steps to ensure a successful transition
In the latest installment of her series on transition planning, columnist Christine Timms asks: what should your successor bring to the table?
A well-organized transition process provides peace of mind to clients, successors and exiting advisors
Recognizing all stakeholder needs will maximize the benefits of clients and advisors in the Transition Process
Why assuming another advisor's clientele can be an excellent opportunity to grow your practice