The Succession Strategist
Eliza De Pardo and Bill Gettings talk with TD Ameritrade and share their valuable insights to help firms develop their own business succession strategy
What steps can you take to feel like you are leaving your firm in the right hands? In the season finale, we’ll talk with Bill Gettings of Gettings Read Financial about how he’s planning ahead to transition his firm when he retires. Then, Eliza De Pardo joins to run through what advisors should keep in mind when forming their business transition plan.
take A LOOK AT OUR WORK
What is the turnover of talent really costing your firm?
The best firms make their biggest gains courtesy of recessions’ according to Eliza De Pardo for RIABiz. Those prepared to give on owner pay, flex their business development muscles and expand talent will capitalize.
Brush off the Recession-like Vibe to Capitalize in 2023 with 5 Tested Growth Strategies
The best firms make their biggest gains courtesy of recessions’ according to Eliza De Pardo for RIABiz. Those prepared to give on owner pay, flex their business development muscles and expand talent will capitalize.
Growth Strategies for a Successful 2023
Uncooperative markets mean executives will need to think creatively to sustain growth in 2023. Eliza De Pardo spoke with with Lauren Hong about business growth strategies for the year ahead.
The heat is on compensation and cola is more problematic than ever
It’s pay review season. With 8% inflation and markets down, Eliza De Pardo provides owners and executives with compensation guidance to protect firm financials and reward talent.
KEEPING MOMENTUM THROUGH THE ROAD BLOCKS
Live from the Axos Advisor service conference, in Denver Colorado, Doug Heikkinen of Advisorpedia and Eliza De Pardo discuss the talent shortage in the financial services industry and the importance of the next generation of advisors.
THE BIG SQUEEZE: LEADING THROUGH THE TALENT CRISIS
An industry-wide talent deficit looms large. The Great Resignation is merely a warning flare for business owners. Eliza De Pardo considers how the advice industry can increase access to this increasingly scarce asset?
