Plan for the Future

Become a Transition Planning Professional

Do your clients need to address their succession? The Successful Transition Planning Institute (STPI) offers advisors, coaches and consultants a variety of programs and training to guide your Baby Boomer clients through their transition which often includes the sale of their business..Here's a free download to learn about the program.
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Hire Train and Leave: A White Paper by New Planner Recruiting

It is costly for a firm owner to hire a new planner, train that new planner, and then eventually have that new planner leave to join a competitor or become a competitor themselves. This study examines the issues surrounding the Hire, Train and Leave (HTL) phenomenon to determine if it really is a risk for firm owners.
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How Access to Financing Affects Advisors' Plans for Business Succession

This study examines the importance of available financing to advisors’ confidence in being able to fulfill their succession plans.
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Succession Planning Framework

Charts and Checklists designed by Cruz Consulting to help you think through the succession process. 2 pages long.
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Ten Best Practices in Investment Advisory Partnerships

In the wider business world, the rate of failure for mergers is about 70% and there is little reason to believe that independent RIA mergers are any different. These failures not only waste money but are a profound distraction from the business. So while there can be great benefits to creating a partnership, there are also significant risks. This paper is focused on maximizing those potential benefits and minimizing those risks.
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Test Downloadable

Short Description
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The Collaborative’s Growth Culture Consulting

Do you struggle with growing your firm’s business, winning new clients and instilling a “growth mindset” in the firm culture? Our Growth Culture program provides an assessment and recommendations for business growth and building a growth-oriented culture. The most successful growth oriented advisors focus on these business-building activities: • Sales planning and execution • Effective marketing and positioning • Client referrals • COI referrals • Publicity and being “known” …and we can help.
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The Partnership Resource Compatibility Report

Are you deciding if you should take the next step with your match? Test for compatibility with a Combined Partnership Assessment before you buy, sell, merge, join or add an advisor to your firm .
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The Partnership Resource Initial Discussion Worksheet

Set the table for an effective negotiation by preparing in advance with the downloadable Initial Discussion Worksheet. Based on research done by the Harvard Negotiation Project, the worksheet brings you through 7 key elements to get the most out of your initial (and subsequent) discussions with your matches.
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The Partnership Resource Partnership Compatibility Score

Get an at-a-glance rating of your partnership compatibility.
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