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Posted by Laurie Nichols, RLP, CPC & ELI—MP on May 4, 2017
The Push and Pull : Drivers of Succession Success
For many RIA founders, strategic planning—including succession or exit strategies—is not a fun, “can’t wait to get started” activity. I’ve walked in those shoes.
It felt easier, for awhile, to just go with the flow of how the business was naturally...
Posted by Laurie Nichols, RLP, CPC & ELI—MP on February 7, 2017
Your Future, Your Choice
If you’ve been reading my recent posts, you know I consider myself a “win-win” gal. You’ve read about how the self-discovery of my real win—not owning the business—was key to not only successfully exiting my business, but also launching what I...
Posted by Laurie Nichols, RLP, CPC & ELI—MP on December 7, 2016
Mirror, Mirror
This is the third piece in our series with guest writer Laurie Nichols (read the first here and the second here) that chronicles her personal journey of selling her her business four years ago.
After spending nearly 30 years in financial...
Posted by Laurie Nichols, RLP, CPC & ELI—MP on October 12, 2016
Someday is Today
After Laurie Nichols out of her business four years ago - a transition that took her on a personal goal-setting journey (read about it in her first guest post here)- she was able to look back on the importance of planning ahead for a successful...
Posted by Laurie Nichols, RLP, CPC & ELI—MP on September 7, 2016
Thriving from the Other Side of Selling
The 4-year anniversary of the sale of my financial advisory business is rapidly approaching.
The memories from 30 years spent in the financial services world, including 20 as a managing partner, haven’t completely faded yet. But the time away has...
Posted by FP Transitions on December 8, 2015
Another Dimension to "Transition"
Creating a succession plan can be a momentous task, leading to a transition that transforms not only the business, but lifestyle of everyone involved. It often takes a team approach to cover all aspects of the transition and the personalities...