A Cerulli study shows that of the roughly 103,000 advisers who plan to retire by 2030, 26% are unsure of their succession plans. “How do I sell my financial advisory practice or book of business?” Vance Barse, CPWA®, AIF®, who has lectured on succession planning and...
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios. That’s the subheading of the InvestmentNews article. An excerpt: “It is coming up in every single conversation,” said Vance Barse, founder of Your Dedicated Fiduciary....
Jumping from the employee channel to build an independent advisory practice is increasingly easy—except when it comes to health insurance. That’s the subtitle of the article. An excerpt: Advisor Vance Barse of Your Dedicated Fiduciary in San Diego, Calif. operates...
First and foremost, financial advisors run businesses based on relationships that are a mix of professional advice and personal attention. Face-to-face meetings are crucial for both advisor and client in forming a trusting and long-lasting relationship. That’s the...
There are Benefits for Advisers That Create More Than Just a Balanced Portfolio for Clients That’s the subheading of the InvestmentNews article. An excerpt: “Given the rise in popularity of ETF-based investing, it’s no surprise to see ETFs in this arena, but it’s...
Five advisors tell us about their most memorable client meetings. That’s the subheading of the CityWire article. An excerpt: The best client meeting I’ve had is one client was moved to tears after I worked alongside her CPA and estate planner in implementing a...
