Succession Planning for Financial Advisors: Building an Enduring Business (Wiley Finance) - Image 1

£33.49

Wiley Succession Planning for Financial Advisors: Building an Enduring Business (Wiley Finance)

Name: Succession Planning for Financial Advisors: Building an Enduring Business (Wiley Finance)
Brand: Wiley
Price: 33.49 GBP
Availability: InStock

Professional Finance

This is the usual price. Wait for it to drop, or tell us your number.

£33 today · usual range £0–£0 · best ever £31

NEW HERE?

Amazon shows you one price. We show you all of them.

Tosheroon watches Amazon prices so you don't have to. Every product on Amazon has a price history — we make it visible. Set the price you'd actually pay, and we'll email you the second it gets there. No app, no account, one email.

WHAT'S ON THIS PAGE

↓ Price chart
when this has been cheap or pricey

↓ Forecast
where the price is heading next

↓ Statistics
all-time high & low, recent range

↑ Price alert
name your number, we'll email you

Price History & Forecast

Grey patches = out of stock. Cheaper = lower on the chart. Hover for exact prices.

Last 618 days • 618 data points (No recent data available)

Historical

Generating forecast...

Price Distribution

Price distribution over 618 days • 4 price ranges

Days at Price

Current Price

Price Analysis

Most common range: £31-34 (577 days, 93.4%)

Price range: £31 - £50

Price levels: 4 price ranges over 618 days

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.

Product Specifications

Brand: Wiley
Format: hardcover
ASIN: 1118866479
Category: Books > Subjects > Business, Finance & Law > Professional Finance
Domain: Amazon UK
Release Date: 13 June 2014
Listed Since: 01 November 2013

Barcode

No barcode data available

Wiley Succession Planning for Financial Advisors: Building an Enduring Business (Wiley Finance)

This is the usual price. Wait for it to drop, or tell us your number.

Price History & Forecast

Price Distribution

Price Analysis

Description

Product Specifications

Barcode

Similar Products You Might Like

The Law of State Succession: Principles and Practice

Linkage Inc.'s Best Practices for Succession Planning: Case Studies, Research, Models, Tools (Essential Knowledge Resource (Hardcover))

Family Business Case Studies Across the World: Succession and Governance in a Disruptive Era

Family Governance and Surplus Wealth: Sustaining Family Fortunes

Company Law and the Law of Succession: 5 (Ius Comparatum - Global Studies in Comparative Law, 5)

Company Law and the Law of Succession: 5 (Ius Comparatum - Global Studies in Comparative Law, 5)

Practical Succession Management: How to Future-Proof Your Organisation

Succession Planning and Implementation in Libraries: Practices and Resources (Advances in Library and Information Science (Alis))

A Guide to State Succession in International Investment Law (Elgar International Investment Law series)

Family and Succession Law in the USA

The Decolonization of International Law: State Succession and the Law of Treaties (Oxford Monographs in International Law)

Successors to Alexander the Great: Historical Sources in Translation (Blackwell Sourcebooks in Ancient History)

Business Families and Family Businesses: The STEP Handbook for Advisers, Third Edition

La professio juris en droit international privé suisse: Contexte, fondements et limites de l'élection de la loi successorale

G2: Building the Next Generation (Bloomberg Financial)

Family and Succession Law in Cyprus

Handbuch Finanz- und Vermögensberatung

How to Build Your Financial Advisory Business and Sell It at a Profit: Creating, Running and Cashing Out of Your Practice (PROFESSIONAL FINANCE & INVESTM)

BORKOWSKIS LAW OF SUCCESSION 4E PAPER

International Succession

ESOP Workbook: The Ultimate Instrument in Succession Planning

Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors: 154 (Wiley Nonprofit Law, Finance and Management Series)

Succession Law, Practice and Society in Europe across the Centuries: 14 (Studies in the History of Law and Justice, 14)

Routledge Succession, Wills and Probate Law Textbook