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FA Whitepapers

 

March 2015  
Plummeting Oil Prices
Spark Market Jitters
Oil prices tumbled below $50 a barrel to start the new year. Global financial markets were spooked as investors pondered what lower prices foretold about global growth expectations, and what a precipitous decline could mean for the once-thriving U.S. shale industry. Janus energy analyst and sector team leader Kris Kelley explains why more volatility lies ahead for energy stocks, and what it means for investors.

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March 2015  

Acquisition & Succession: Shift Your Focus from Retirement to Growth

Your work may be more than just your livelihood – it's your life. The thought of eventual retirement or succession is simply an easy subject to avoid.

In fact, a recent SEI survey shows only 17% of advisors have a formal, signed succession plan in place and just 45% have a business continuity plan.1

Succession planning is not an end-game strategy for your business. If anything, it is about building a bigger, stronger business that one day can work for you. With a good plan, the right people, and enough time, every business can survive its founder’s retirement and many can even prosper.

Whether you plan to retire gradually, or merge with or acquire another firm, SEI's white paper, Acquisition & Succession: Shift Your Focus from Retirement to Growth, discusses why:
  • Succession planning is not an end-game strategy.
  • Assessing your business now can help you formulate your vision for the future.
  • Valuing your business sooner rather than later can provide an incentive for growth.

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1 SEI/FP Transitions Advisor Poll on Succession Planning, April 2014, N=771
 

March 2015  

The Role of Technology in Driving Performance and Growth
 
Advisors who view technology as a priority may have significant advantages in today’s tech-savvy world. Our white paper reveals the key technology solutions used by top performers to manage their growing businesses and to build stronger client relationships.* To learn more about LPL’s technology offerings and ways we can help drive your business forward, download The Role of Technology in Driving Performance and Growth.

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March 2015  

Marketing Your Brand: Simplicity through Partnership
 
The more time you spend on marketing, the greater its impact. But it’s also time spent away from helping clients. The right partner can help simplify your marketing efforts so you can take your business to the next level. To learn how LPL can help you approach your marketing program with confidence, download Marketing Your Brand: Simplicity through Partnership.

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March 2015  

Cultivating the Next Generation
 
The children of your clients can offer your practice new sources of revenue and growth. They are also in line to inherit a significant amount of money in the coming years.
While this group presents opportunity, establishing a relationshrp with them presents unique challenges. To efficiently reach this younger investor, you need to plan for them in your overall referral strategy. Download our white paper for new ways to capitalize on this growing opportunity.

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