Vital guidance to ensuring the future of your firm G2: Building the Next Generation provides financial advisory firms with a clear roadmap to management success

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Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running

This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becomi

From determining your hiring needs, to crafting an effective job description, identifying and vetting top talent, to making the right compensation offer, Succes