Janet Sherry

Succession Planning: You've Got To Have A Plan

By Robert F. Keane | July 1, 2010

While a financial planning practice is a business, it's more akin to a doctor's office than a shoe store. Medical practitioners invariably have backup plans--other...
Time for a Transition (IX): How to Build Client Loyalty, Part I

By Marie Swift | May 13, 2010

Part I on easy and effective ways to stay in front of your clients, prospects and strategic partners.

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.