TITLE

Mapping Your Firm's Future

AUTHOR(S)
Watson, Mike
PUB. DATE
January 2011
SOURCE
Journal of Financial Planning;Jan/Feb2011 Practice Management Sol, p11
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article focuses on the four major phases to align the practices of the independent registered investment advisers (RIAs) and firms in the U.S. TD Ameritrade Institutional recommends to explore the financial resources of the financial advisers to be able to sell their practice. Tiburon Strategic Advisors finds the valuation phase inconsistent due to the uniqueness of every financial practice.
ACCESSION #
57458281

 

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