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Weekend Reading For Financial Planners (September 2-3)

Nerd's Eye View

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

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Kitces & Carl Ep 99: What Does It Take For You To Find The Confidence To Take Action?

Nerd's Eye View

At the same time, though, over-analyzing strategies prior to implementing them can create a substantial gap between ideating a plan and actually putting it into motion. And sometimes, the fear of committing to an idea that might end in failure can be the real reason for the hesitation to implement in the first place. business goals!

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The Family Mission Statement and Strategic Plan

Brown Advisory

The Family Mission Statement and Strategic Plan jharrison Tue, 04/19/2022 - 16:38 Download the Report We believe a family mission statement – and a strategic plan to implement that mission – allows a family to filter out the “background noise” of day-to-day challenges and focus on long-term goals and objectives.

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Protecting the Family Legacy—How to Plan with Prenuptial Agreements

Brown Advisory

Protecting the Family Legacy—How to Plan with Prenuptial Agreements. Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. The Family Mission Statement and Strategic Plan. Thu, 07/28/2022 - 13:21. MORE ON THIS TOPIC.

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Mission Possible: Charting your Course with a Family Mission Statement

Brown Advisory

While financial matters will ultimately be a critical part of the conversation, we believe other issues like leadership, stewardship and character must also be included; without building these broader issues into the family’s mission and plans, it can become more difficult over time to ensure that everyone is rowing in the same direction.

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Protecting the Family Legacy—How to Plan with Prenuptial Agreements

Brown Advisory

Protecting the Family Legacy—How to Plan with Prenuptial Agreements ajackson Thu, 10/12/2023 - 16:36 Few moments in life can compare to the moment you look at the person you love and say, “I do.” Here, we’ll offer a few introductory thoughts on this awkward, unromantic and very important topic.

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Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab’s Lisa Salvi

Steve Sanduski

How to create a strategic plan and hold team members accountable for following through. Integrating key strategic initiatives into paths to promotion and succession planning. You want every person, process, service offering, and communication tactic to maintain that focus on your ideal client.