Theres a huge difference between someone buying your products versus someone buying into a relationship with your practice, people and process. Adding a coaching dynamic to your practice can help you

Purchasing power, operational processes, client experience, core valuesThere are several nuances you might consider while screening potential buyers/sellers. Such due diligence is key to finding your

When the time comes to exit your business, the goal is to drive your enterprise value, maximize your exit strategy, and elevate yourself qualitatively in the process. In this episode, Duncan MacPherso

Legacy planning is much more than transferring money from one generation to the next. Its also about transferring values. If you simply give the money to your children, they might lack the wisdom,

When the markets are soaring high, most advisors might do well. But it is during times of high volatility that elite advisors set themselves apart. They create a professional contrast and an exception

Aside from a prospectus, product brochure or statement, your business has become extremely virtual and complex. Adding tangible tools to your approach helps remind both your affluent clients and your

Your business is your biggest asset its your lifes work! If you want to maximize its enterprise value, you need to take action well before the time of selling it. If youre a buyer looking to take

Every business owner will leave their business one day, voluntarily or involuntarily. Its a matter of WHEN, not IF. So, its important to start planning for this inflection point well ahead of time

Do you know whats keeping your clients up at night? For a lot of them, it is this question, what happens to their hard-earned wealth when they pass away? In other words, its the absence of an estate

Advisors have been using conventional tools for content marketing like blogs and whitepapers for years. But have you ever considered video marketing? Videos can help you with client acquisition, estab