Advisors are used to working with lifecycles. They design elegant long-term plans to guide their clients through a lifetime of saving and investing. They learn how to have delicate conversation with clients about the challenges they face in each stage of their financial planning lifecycle.
But advisors often don't think about their own practices in the same way, In fact, a financial planning practice has a lifecycle, and in order to be successful, advisors must solve the biggest dilemmas in each stage: hiring, growth, efficiency and succession planning. We asked Senior Editor Donna Mitchell, and industry experts Stephanie Bogan, Joel Bruckenstein and Roger Verboon to provide insights on how top advisors negotiate through each stage to be become more profitable business owners.
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