Building Your Financial Planning Biz
Zero In on the 76 Million Baby Boomers for Exit Planning…
Wednesday, October 10th, 2007Here’s a quick post on a great article I found that can help financial advisors and exit planners capture… and keep their clients as they move into the retirement phase.
I recently ran across a great article on the impending Baby Boomer retirement influx and how you can better position yourself to capture more clients.
What most […]
Are you counting your CRM data as an asset when you sell your business?
Friday, September 28th, 2007When selling a business there are so many things to think about and so many things to stamp a value on.
Sure, there are some obvious assets that have relatively straightforward values. For instance:
Real estate
Inventory
Cashflow
Equipment
Other tangible assets
But…
There are some assets that are extremely valuable that many business seller simply do not value as highly as they […]
How exit planning done right, adds more to your bottom line…
Monday, September 10th, 2007Here’s Part 2 of the 5 part series of our
Exit Planning Business Builders series.
In Part 1 I went over the importance of
over delivering and how it does more than
just bring in more clients, it actually
increases your profit per client and weeds
out the bad ones.
In this issue we’ll go over how using the
right comprehensive exit planning […]
California life insurance CE Credit now available! - Continuing Education Credit
Thursday, September 6th, 2007We are proud to announce that our Life Insurance Continuing Education (CE) course on the Structured Sale annuity for capital gains deferral is now approved in California!
The reason we over here at The Settlement Institute decided to create this life insurance CE course is because of the high demand from financial professionals inquiring to us […]