Partners In Planning

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Succession Planning for Financial Advisors

Author : David Grau, Sr.
Publisher : John Wiley & Sons
ISBN 13 : 1118866428
Total Pages : 224 pages
Book Rating : 4.1/5 (188 download)

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Book Synopsis Succession Planning for Financial Advisors by : David Grau, Sr.

Download or read book Succession Planning for Financial Advisors written by David Grau, Sr. and published by John Wiley & Sons. This book was released on 2014-06-02 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.

Partners in Planning

Author :
Publisher :
ISBN 13 :
Total Pages : 36 pages
Book Rating : 4.:/5 (327 download)

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Book Synopsis Partners in Planning by :

Download or read book Partners in Planning written by and published by . This book was released on 1999 with total page 36 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Buying, Selling, and Valuing Financial Practices, + Website

Author : David Grau, Sr.
Publisher : John Wiley & Sons
ISBN 13 : 1119207371
Total Pages : 325 pages
Book Rating : 4.1/5 (192 download)

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Book Synopsis Buying, Selling, and Valuing Financial Practices, + Website by : David Grau, Sr.

Download or read book Buying, Selling, and Valuing Financial Practices, + Website written by David Grau, Sr. and published by John Wiley & Sons. This book was released on 2016-08-22 with total page 325 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Authoritative M&A Guide for Financial Advisors Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial advisory practice and have both the buyer and seller walk away with the best possible terms. From the first pages of this unique book, buyers and sellers and merger partners will find detailed information that separately addresses each of their needs, issues and concerns. From bestselling author and industry influencer David Grau Sr. JD, this masterful guide takes you from the important basics of valuation to the finer points of deal structuring, due diligence, and legal matters, with a depth of coverage and strategic guidance that puts you in another league when you enter the M&A space. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to: Master the concepts of value and valuation and take this issue “off the table” early in the negotiation process Utilize advanced deal structuring techniques including seller and bank financing strategies Understand how to acquire a book, practice or business based on how it was built, and what it is capable of delivering in the years to come Navigate the complexities of this highly-regulated profession to achieve consistently great results whether buying, selling, or merging Buying, Selling, & Valuing Financial Practices will ensure that you manage your M&A transaction properly and professionally, aided with the most powerful set of tools available anywhere in the industry, all designed to create a transaction where everyone wins—buyer, seller, and clients.

Wealth Planning for the Modern Physician

Author : David Mandell
Publisher :
ISBN 13 : 9781734064339
Total Pages : pages
Book Rating : 4.0/5 (643 download)

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Book Synopsis Wealth Planning for the Modern Physician by : David Mandell

Download or read book Wealth Planning for the Modern Physician written by David Mandell and published by . This book was released on 2020-03-15 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Everything Wills & Estate Planning Book

Author : Deborah S Layton
Publisher : Simon and Schuster
ISBN 13 : 1605507105
Total Pages : 304 pages
Book Rating : 4.6/5 (55 download)

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Book Synopsis The Everything Wills & Estate Planning Book by : Deborah S Layton

Download or read book The Everything Wills & Estate Planning Book written by Deborah S Layton and published by Simon and Schuster. This book was released on 2009-05-18 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most Americans donÆt have a will. They avoid estate planning because they donÆt want to think about death or they think itÆs too complicated. But this easy-to-follow guide takes the mystery out of the process. This book shows readers how easy it can be to plan for security and peace of mind. Readers learn how to write a will, create an estate plan, designate executors, choose trusts, reduce tax liabilities, and distribute their assets. Other features include: A glossary of legal terms Advice for protecting families from creditors Guidance for unmarried partners The important role of charitable giving in your estate plan This book provides sound advice for planning retirement and managing assets at any age and income level. It also includes completely new information on: Updated tax, IRA, and Roth details Charitable giving opportunities for reducing taxes and leaving a legacy Instruction for keeping plans up to date as the readers age An estate planning checklist

Partners in Planning

Author : Susan B. Rifkin
Publisher : MacMillan
ISBN 13 : 9780333792667
Total Pages : 155 pages
Book Rating : 4.7/5 (926 download)

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Book Synopsis Partners in Planning by : Susan B. Rifkin

Download or read book Partners in Planning written by Susan B. Rifkin and published by MacMillan. This book was released on 2001 with total page 155 pages. Available in PDF, EPUB and Kindle. Book excerpt: Partners in Planning is about how professionals can work with local lay people in an equal partnership to support development programmes, particularly in the areas of health and education. It discusses the importance of generating information, encouraging active participation by those benefiting from the development programmes, and the subsequent empowerment of these people to give them the experience and confidence needed to influence the decisions that affect their daily lives. In particular, this book explores the idea and practice of empowerment through the way information is obtained and used.

The 5 Mistakes Every Investor Makes and How to Avoid Them

Author : Peter Mallouk
Publisher : John Wiley & Sons
ISBN 13 : 1118929004
Total Pages : 208 pages
Book Rating : 4.1/5 (189 download)

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Book Synopsis The 5 Mistakes Every Investor Makes and How to Avoid Them by : Peter Mallouk

Download or read book The 5 Mistakes Every Investor Makes and How to Avoid Them written by Peter Mallouk and published by John Wiley & Sons. This book was released on 2014-07-22 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.

Partners in Creative Economy Planning Workbook

Author : Craig Dreeszen
Publisher : Arts Extension Service
ISBN 13 : 0945464150
Total Pages : 70 pages
Book Rating : 4.9/5 (454 download)

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Book Synopsis Partners in Creative Economy Planning Workbook by : Craig Dreeszen

Download or read book Partners in Creative Economy Planning Workbook written by Craig Dreeszen and published by Arts Extension Service. This book was released on 2007 with total page 70 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Ensemble Practice

Author : P. Palaveev
Publisher : John Wiley & Sons
ISBN 13 : 1118209540
Total Pages : 247 pages
Book Rating : 4.1/5 (182 download)

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Book Synopsis The Ensemble Practice by : P. Palaveev

Download or read book The Ensemble Practice written by P. Palaveev and published by John Wiley & Sons. This book was released on 2012-10-02 with total page 247 pages. Available in PDF, EPUB and Kindle. Book excerpt: A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuations Why do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets? The answer, according to industry consultant and researcher, P. Palaveev, is that the most successful firms are those which, create and promote a team-based service model that serves as the foundation of their enterprise. Find out how and why a team-based service model can play a decisive role in the future growth and sustained success of your wealth management firm Discover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employ Profit from the author's years of experience working with the world's top wealth management firms and the data he has compiled as a pre-eminent industry researcher Learn about the various organizational structures, partnership models and career path options and how to put them to work building an ensemble practice Get the lowdown on how the savviest traditional broker-dealer firms have formed dynamic ensemble teams within their organizations and learn of the results they've achieved

Comprehensive Financial Planning Strategies for Doctors and Advisors

Author : David Edward Marcinko
Publisher : CRC Press
ISBN 13 : 1482240289
Total Pages : 748 pages
Book Rating : 4.4/5 (822 download)

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Book Synopsis Comprehensive Financial Planning Strategies for Doctors and Advisors by : David Edward Marcinko

Download or read book Comprehensive Financial Planning Strategies for Doctors and Advisors written by David Edward Marcinko and published by CRC Press. This book was released on 2014-12-09 with total page 748 pages. Available in PDF, EPUB and Kindle. Book excerpt: Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical PlannersTM will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical PlannerTM. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers. The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMPTM curriculum content, and related information sources. For ALL medical providers and financial industry practitioners For NEW medical providers and financial industry practitioners For MID-CAREER medical providers and financial industry practitioners For MATURE medical providers and financial industry practitioners Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations. The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical PlannersTM who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis. RAISING THE BAR The informed voice of a new generation of fiduciary advisors for healthcare

Public Consultation and Community Involvement in Planning

Author : Penny Norton
Publisher : Taylor & Francis
ISBN 13 : 1317191366
Total Pages : 380 pages
Book Rating : 4.3/5 (171 download)

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Book Synopsis Public Consultation and Community Involvement in Planning by : Penny Norton

Download or read book Public Consultation and Community Involvement in Planning written by Penny Norton and published by Taylor & Francis. This book was released on 2017-07-06 with total page 380 pages. Available in PDF, EPUB and Kindle. Book excerpt: Public Consultation and Community Involvement in Planning is the definitive introduction to public consultation for developers, students and planners. The past decade has seen a complete transformation in consultation and community relations in the UK, from increased requirements to consult, to the introduction of neighbourhood planning and a revolution in online communication. Public Consultation and Community Involvement in Planning takes readers through consultation from the basics right through to emerging trends to demonstrate how a successful consultation process can benefit both the developers and the local community. The book begins with a definition of consultation and community involvement and an explanation of their role within the development process, before going on to clarify the legal, ethical, practical and ideological concerns to be addressed by the consultation process. Consultation strategy is explored step by step, and social media and online consultation is explored in detail. This is the first comprehensive guide to modern public consultation within the UK development sector and will be essential reading for developers, students and planners.

Routledge Handbook of University-Community Partnerships in Planning Education

Author : Megan E. Heim LaFrombois
Publisher : Taylor & Francis
ISBN 13 : 1000960439
Total Pages : 671 pages
Book Rating : 4.0/5 (9 download)

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Book Synopsis Routledge Handbook of University-Community Partnerships in Planning Education by : Megan E. Heim LaFrombois

Download or read book Routledge Handbook of University-Community Partnerships in Planning Education written by Megan E. Heim LaFrombois and published by Taylor & Francis. This book was released on 2023-10-11 with total page 671 pages. Available in PDF, EPUB and Kindle. Book excerpt: This handbook explores two guiding questions – how can university-community partnerships in planning education work, and how can they be transformative? University-community partnerships – often referred to as service-learning or community-engaged teaching and learning – are traditionally based on a collaborative relationship between an academic partner and a community-based partner, in which students from the academic partner work within the community on a project. Transformational approaches to university-community partnerships are approaches that develop and sustain mutually beneficial collaborations where knowledge is co-created and new ways of knowing and doing are discovered. This edited volume examines a variety of university-community partnerships in planning education, from a number of different perspectives, with a focus on transformative models. The authors explore broader theoretical issues, including topics relating to pedagogy, planning theory, and curriculum; along with more practical topics relating to best practices, logistics, institutional support, outcome measures, and the various forms these partnerships can take – all through an array of case studies. The authors, which include academics, professional practitioners, academic practitioners, and students, bring an incredible depth and breadth of knowledge and experience from across the globe – Australia, Canada, Chile, Europe (including Germany, Spain, Slovakia, and Sweden), India, Jamaica, South Korea, and the United States.

The Special Needs Planning Guide

Author : Cynthia R. Haddad
Publisher : Paul H Brookes Publishing
ISBN 13 : 9781681254319
Total Pages : pages
Book Rating : 4.2/5 (543 download)

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Book Synopsis The Special Needs Planning Guide by : Cynthia R. Haddad

Download or read book The Special Needs Planning Guide written by Cynthia R. Haddad and published by Paul H Brookes Publishing. This book was released on 2022 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--

Community Planning

Author : Eric Damian Kelly
Publisher : Island Press
ISBN 13 : 1597265926
Total Pages : 424 pages
Book Rating : 4.5/5 (972 download)

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Book Synopsis Community Planning by : Eric Damian Kelly

Download or read book Community Planning written by Eric Damian Kelly and published by Island Press. This book was released on 2012-09-26 with total page 424 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book introduces community planning as practiced in the United States, focusing on the comprehensive plan. Sometimes known by other names—especially master plan or general plan—the type of plan described here is the predominant form of general governmental planning in the U.S. Although many government agencies make plans for their own programs or facilities, the comprehensive plan is the only planning document that considers multiple programs and that accounts for activities on all land located within the planning area, including both public and private property. Written by a former president of the American Planning Association, Community Planning is thorough, specific, and timely. It addresses such important contemporary issues as sustainability, walkable communities, the role of urban design in public safety, changes in housing needs for a changing population, and multi-modal transportation planning. Unlike competing books, it addresses all of these topics in the context of the local comprehensive plan. There is a broad audience for this book: planning students, practicing planners, and individual citizens who want to better understand local planning and land use controls. Boxes at the end of each chapter explain how professional planners and individual citizens, respectively, typically engage the issues addressed in the chapter. For all readers, Community Planning provides a pragmatic view of the comprehensive plan, clearly explained by a respected authority.

How to Value, Buy, or Sell a Financial Advisory Practice

Author : Mark C. Tibergien
Publisher : John Wiley and Sons
ISBN 13 : 0470884983
Total Pages : 355 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis How to Value, Buy, or Sell a Financial Advisory Practice by : Mark C. Tibergien

Download or read book How to Value, Buy, or Sell a Financial Advisory Practice written by Mark C. Tibergien and published by John Wiley and Sons. This book was released on 2010-05-13 with total page 355 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.

Behavioral Operations in Planning and Scheduling

Author : Jan C. Fransoo
Publisher : Springer Science & Business Media
ISBN 13 : 3642133827
Total Pages : 477 pages
Book Rating : 4.6/5 (421 download)

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Book Synopsis Behavioral Operations in Planning and Scheduling by : Jan C. Fransoo

Download or read book Behavioral Operations in Planning and Scheduling written by Jan C. Fransoo and published by Springer Science & Business Media. This book was released on 2010-09-22 with total page 477 pages. Available in PDF, EPUB and Kindle. Book excerpt: Human and organizational factors have a substantial impact on the performance of planning and scheduling processes. Despite widespread and advanced decision support systems, human decision makers are still crucial to improve the operational performance in manufacturing industries. In this text, the state of the art in this area is discussed by experts from a wide variety of engineering and social science disciplines. Moreover, recent results from collaborative studies and a number of field cases are presented. The text is targeted at researchers and graduate students, but is also particularly useful for managers, consultants, and system developers to better understand how human performance can be advanced.

Religious Institutions As Partners in Community Based Development

Author : David M. Scheie
Publisher : DIANE Publishing
ISBN 13 : 0788142658
Total Pages : 95 pages
Book Rating : 4.7/5 (881 download)

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Book Synopsis Religious Institutions As Partners in Community Based Development by : David M. Scheie

Download or read book Religious Institutions As Partners in Community Based Development written by David M. Scheie and published by DIANE Publishing. This book was released on 1998-04 with total page 95 pages. Available in PDF, EPUB and Kindle. Book excerpt: This program is based on the conviction that "churches flourish best when they reach beyond their own walls, and neighborhoods can benefit from the resources and leadership vested in local churches." It aims to: stimulate greater involvement of religious institutions in community revitalization, create new religious community partnerships, strengthen community ministries, and attract new sources of funding for such initiatives. 28 religious institutions and community based organizations received grants and technical assistance. This report presents evaluation findings from the first year of funded activity. Illustrated.