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November 2017

Cover Story

What Is My Practice Worth? What You Need to Know About Value and Valuation

by Ryan Grau, CVA, CBA           
The value of a fee-based advisory practice is often the largest asset that most advisers own. This article helps advisers understand how to determine the value of their practice.
   

WEBINAR

November 29, 2017: 2pm Eastern -- Journal in the Round: Succession Planning and Knowing What Your Practice Is Worth

In this month's Journal in the Round, Ryan Grau, cover story contributor, discusses his "valuation mantra," and the insights on value and valuation that all financial planners need to know.  He will be joined by George Hartman of Market Logics, and the discussion will be moderated by FPA Knowldege Circle host Emily Chiang.


Practice Management

A Fiduciary Approach for Clients Who Need Long-Term Services and Supports

by Thomas C. West, CLU®, ChFC®, AIF®; and Steven A. Starnes, CFP®
This article builds on research and knowledge from the medical, caregiving, and financial professions
to provide guidance on working with clients navigating periods of care.


​Contribution

Understanding the Determinants of a Long-Term Care Insurance Purchase

by Mary E. Dorn; Deanna L. Sharpe, Ph.D., CFP®; Geri Dickey, Ph.D.; and Dalisha D. Herring, CFP®
Financial planners can use the results of this study to target their discussions to clients regarding long-term care funding, resulting in more effective planning for an important need that may have been neglected.

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​Sponsored Content 

Is Probability of Success the same as Investment Risk Capacity?

by Mark Friedenthal, Founder & CEO of Tolerisk
A common misconception among Financial Planners is that probability of success indicates investment risk capacity.  Learn the difference between these concepts and how utilizing both can improve your practice!

 

     

 

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