Sponsored by: Protective Life Recent proposed legislation has included some key tax law changes that could affect retirement and estate planning. What can advisors do to get ahead of these potential,
Sponsored by Moody’s Analytics Risk is an inevitable factor in any part of our lives, no less so in the real estate market. How do we assess and react to CRE risk that evolves as technology and societ
Sponsored by Moody’s Analytics CRE No one can deny that adverse climate events have a major impact on real estate properties across the country. Often, we don’t realize the larger implications of thes
Joe Zappia thought he would spend his career at his big investment firm. Here’s why he left.
You might be ready to retire, but Is now a good time to sell? In this episode, David Grau Jr., president of Succession Resource Group, and John Williamson discuss the buying, selling, and transitioning of a practice.
If you were unable to run your advisory practice for the short- or long-term, would your clients and employees be well cared for during that time? John Williamson and Dennis Leininger are back to discuss the buying, selling,
Are you interested in buying or selling an established advisory practice? In this episode, John Williamson and Dennis Leininger of Wells Fargo Advisors Financial Network guide you through the buying and selling of practices.
Advisors Jill, Nancy, and Dustin felt limited at their previous firm – so they went independent. There were fears and unknowns, but the team reached their full potential along the way. Find out how they made the transition in Schwab’s all-new podcast.
Jesse reached the peak of his career, but he wasn’t satisfied. When his professional life consumed his personal life, he knew it was time for a change. Listen now to hear why Jesse chose independence.
Episode 2 – What You Must Know About Using the Latest Technologies — With Sheila Cuffari-Agasi, AIF® and Aaron Spradlin
With new innovations happening each day, it can be difficult for advisors to find technology that balances their need to maximize their efficiency and brand with the need to perform routine due diligence. Today,