Welcome back to the 223rd episode of Financial Advisor Success Podcast! My guest on today’s podcast is Marianela Collado. Marianela is the CEO and majority shareholder of Tobias Financial Advisors, an ...

Carson Group’s 2024 acquisition of Taylor Financial, which at the time managed $385 million in assets, might not have been its largest deal, but the specialized tax planning capabilities that the ...

We live in a world where many are chasing the American dream. For many, that includes making a living doing what you love and could mean owning your own small business. However, as the owners of small ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

How do you know when it’s time to start transitioning your operation to the next generation? Rena Striegel, president of Transition Point Business Partners, says to aim for a decade. “If we’re lucky, ...

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

Picture this: You're the founder of a successful company. Your business vision has become reality, your team is unified and precise, your brand identity is strong and your customers are loyal. But now ...

While many 1st Generation advisers express confidence in their succession plans, only 6% of those planning to retire within the next decade have a fully documented strategy in place. An industry study ...

The automotive industry has always been cyclical, but today’s market conditions present a new set of challenges. With a 25% tariff being imposed on all imported vehicles, dealer principals must ...