Jay Coulter, CFP®Feb 7, 20182018 M&A Trends Financial Advisors Need To Know With Phil FlakesPhil Flakes is the CEO of Succession Link, a firm that specializes in peer to peer transactions for financial advisors, insurance practice a
Jay Coulter, CFP®Apr 4, 2017Succession Planning Issues For Financial Advisors with Joel BeckWithout a succession plan, you are inviting a business and financial catastrophe. Your family will not maximize your years of hard...
Jay Coulter, CFP®Mar 3, 2017Issues to Consider When Breaking Away with Attorney Joel BeckThe decision to breakaway from your firm is never an easy one. Is the grass really greener? Have you considered all of the new roles and...