To effectively help clients implement a wealth plan that spans decades, if not generations, a financial advisor must build a business that lasts well beyond the length of their own career. However, the majority of financial advisors are solo practitioners with no one to take over the responsibility for oversight on their clients plans when they retire.

Your cash flow represents your revenue strength. This is the component of your business that supports your daily operations -- your rent, office expenses, support staff and your own income

In order to build an enduring business–something that can outlive you while providing a lifetime of benefits and income–a practice needs to be powered by next-generation talent.

Professionals working in the independent financial services industry tend to organize their business the same way as other professional service providers. Whether a dentist, lawyer, or wealth advisor, chances are that the firm owner is both a full-time employee and an active manager of the business as well as a shareholder.

It is not enough to focus on top-line cash flow and lofty production goals; sustainable businesses must focus on both the top-line revenue and bottom-line profitability. Read more in our ebook!

Compensation systems in the industry are as varied as the businesses that use them. A proper balance of compensation tools helps to maximize profitability, reward your team, and attract talented professionals. In this presentation we walk you through common compensation challenges and the varied solution sets to address them.