MichaelKitces
@MichaelKitces
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
ID:16825716
http://www.kitces.com 17-10-2008 15:08:51
129,5K Tweets
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Should Internal Succession Plans Provide A G2 Discount? In Kitces & Carl Ep136 (Carl Richards), we explore the extent which an owner might consider selling the firm at below-market to an internal successor, and structuring the deal. bit.ly/3VPzXiv Doodle by Manda Szewczyk
Interesting Caleb Brown data - nearly half of new advisors coming into the profession don't want client- (or prospect-)facing roles at all. They want to start in paraplanning or operations and work their way up...
'Career Satisfaction Research Survey' newplannerrecruiting.com/career-satisfa…
Join us for a webinar with Holistiplan where we'll discuss the real-world applications of our new guide, the TCJA Sunset Provision Summary Guide, plus how to leverage the fpPathfinder and Holistiplan integration.
Register now & get the guide for free ➡️ buff.ly/3UkOule
This month in #AdvisorTech :
- An emerging wave of price increases from long-term AdvisorTech vendors
- Startup Wealthfeed raises $2M of venture capital to launch a new digital prospecting tool
Plus, new additions to the Map!
.... and more!
bit.ly/3xgTJJJ
In #FASuccess Ep377, Meredith Moore shares her journey of growing her firm to >$1M annual revenue, despite a major health event. She talks about:
-Her niche on women execs and entrepreneurs
-Her whirlwind experience being accepted as a TEDx Women speaker
bit.ly/3IIWHcs