Protect the Value and Continuity of Your Business
For financial advisors, retirement is typically not a one-time event, but rather an ongoing, long-term process. Such a gradual process should be carefully mapped out, with assumptions and tax implications considered well in advance. But, according to recent surveys, less than 10% of advisors have a written succession plan.
Building Value Over the Long Term
Whether you are heading straight into retirement or you have years to plan and prepare for the transition, LPL Financial Succession Planning offers a multi-stage process that can help you build your practice into a business of transferable value and fully realize that value.
Planning for Your Future
A practice succession plan helps to ensure that regardless of the circumstances, a smooth transition of business can occur and full value for your practice can be reached. Succession planning should include the long-term goal of retirement and should also focus on unexpected events and contingency planning.
Developed in conjunction with Salesforce.com, this industry-leading customer relationship management (CRM) solution significantly improves client management and office efficiency, while helping maximize profitability. Designed and customized for both independent and institution advisors, SalesForce provides numerous tools to review and analyze profitability, manage client relationships, and establish and manage contact lists.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. This online customer relationship manager helps financial advisors manage clients, automate sales and marketing.
Householder Group offers a distinct value proposition that you will not find elsewhere. We have developed highly-effective, propriety marketing programs and operational systems that are designed to help our advisors become even more successful. We back the success of these programs up with real-life examples and empirical data. In fact, we’re so confident in the effectiveness of our marketing programs
we guarantee the results.