Succession Planning for Financial Advisors, + Website
building an enduring business
$114.21
- Hardcover
224 pages
- Release Date
12 June 2014
Summary
Succession Planning for Financial Advisors: Building an Enduring Business
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 …
Book Details
| ISBN-13: | 9781118866474 |
|---|---|
| ISBN-10: | 1118866479 |
| Series: | Wiley Finance |
| Author: | David Grau |
| Publisher: | John Wiley & Sons Inc |
| Imprint: | John Wiley & Sons Inc |
| Format: | Hardcover |
| Number of Pages: | 224 |
| Edition: | 1st |
| Release Date: | 12 June 2014 |
| Weight: | 408g |
| Dimensions: | 226mm x 150mm x 25mm |
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About The Author
David Grau
DAVID GRAU SR., JD, is the founder and president of FP Transitions, a firm that specializes in building financial services businesses of enduring and transferable value. He has authored over 85 nationally published articles, white papers, and manuals on complex succession strategies, equity management, business continuity, income-perpetuation plans, and mergers and acquisitions. Grau Sr. was named one of the most influential people in the profession in an industry survey by Financial Planning magazine and is a nationally recognized expert on succession planning and business-perpetuation strategies in the financial services industry.
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