Financial Advisor Winning Strategies:
Planning & Documents, Benchmarking, and Succession Planning & Acquisitions

Recently Released!!!
Date Published: September 6, 2018
Summary PowerPoint Deck: 62 Slides
Reference PowerPoint Deck: 115 Slides

The purpose of this research is to provide readers with an understanding of some of the strategic issues involved in running a successful financial advisory business, including financial advisor planning & documents, financial advisor benchmarking, & financial advisor succession planning & acquisitions.

This research addresses three historical phases, including:
  • Haphazard Phase
  • Organization Phase
  • Maturation Phase
This research addresses several strategic topics, including:
  • Financial Advisor Planning & Documents
  • Financial Advisor Benchmarking
  • Financial Advisor Succession Planning & Acquisitions
And this research makes the several predictions, including:
  • Financial Advisor Planning & Documents to Mature
  • Financial Advisor Benchmarking to Grow in Importance
  • Financial Advisor Succession Planning to Become More Formalized


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