Tools - Guides

The High Cost of Helping Mom and Dad

The High Cost of Helping Mom and Dad

11 Nov 2019

8 Tips to Share with Client Caregivers to Help Protect Their Time and Assets

Growth Through Acquisitions

Growth Through Acquisitions

08 Nov 2019

Ensuring Return on Investment of Your Newly Purchased Practice

Prepared Buyer Guide

Prepared Buyer Guide

24 Oct 2019

Helping Buyers Prepare for a Practice Acquisition

Branch Value Proposition Worksheet

Branch Value Proposition Worksheet

18 Jul 2019

Answering these questions will give you some insight into the value you can provide to the advisors who join your branch.

Breakthrough Next Gen

Breakthrough Next Gen

24 Apr 2019

A Study of Securities America's Top 30 Next-Gen Advisors

Cybersecurity: What You Need to Know and How to Talk to Clients

Cybersecurity: What You Need to Know and How to Talk to Clients

12 Nov 2018

Cybersecurity is a necessary concern in the financial services industry. This guide covers what you need to know about cyberthreats, how to protect your practice, speaking to clients and getting started.

Approaching a Potential Next-Gen Continuity Partner Workbook

Approaching a Potential Next-Gen Continuity Partner Workbook

29 Mar 2018

Create a plan, develop a relationship and make the ask.

Next Gen Guide

Next Gen Guide

23 Mar 2018

Developing Your Value Proposition and  Building Your Centers of Influence

Talking to Clients About Overspending in Retirement

Talking to Clients About Overspending in Retirement

22 Mar 2018

Advisors who engage in retirement income distribution planning help clients spread their nest egg across their retirement years. Client overspending can threaten those plans, with significant consequences for the client and the advisor. 

Marketing Yourself as an Income Distribution Specialist

Marketing Yourself as an Income Distribution Specialist

22 Mar 2018

If your practice already helps clients accumulate assets for retirement, you have a ready-made base for arguably the most pressing need in financial services for the next several decades: helping clients convert their accumulated assets into a retirement income stream...

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