This advisor was seeking a form of perspective or mental model to help him better understand the concept of Succession Planning and how to d

It is that time again, where advisors and their teams are planning for a new business year. 2022 brings a fresh start and new opportunities.

Collecting client feedback is not only for enhancing the client experience. It goes much deeper!

Do you have a business plan? Better yet, would you say it's comprehensive; having strategies, vision, goals with action plans and timelines?

Steps to Effective Business Planning for Advisors