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Continuity, Succession & Exit Planning

Buying Four Books of Business: Interview with Richard Fogg

May 1, 2018 By Jon Luskin Leave a Comment

Richard Fogg is President of Pacific Coast Financial Planning Group, an Ameriprise Advisor firm. In his 20 years of experience in the financial services industry, Richard has purchased four distinct financial advisor client books – and has even sold a portion of his own client book as well. In my interview with Fogg, I learned […]

Succession Planning Case Study: Bradley Shammas

April 1, 2018 By Jon Luskin Leave a Comment

Bradley Shammas’s began his career at Conaway & Conaway. There, he worked for six years as a paraplanner. Conaway & Conaway sold a variety of commissioned financial products. They also charged financial planning for a fee. The firm hit an issue with compliance that required a break-up of the company. As part of that break-up, Shammas launched […]

Onboarding New Clients from an Exit Plan

December 27, 2017 By Jon Luskin Leave a Comment

How one San Diego financial planning firm structured their team to execute business acquisitions.

If buying a book of business from retiring advisor interests you, know that there are many stages in the Exit planning process: Prospecting for your target acquisition (i.e. go find an advisor looking to retire!) Agreeing to the terms of the sale structure Executing the terms of the deal (i.e. bringing the new clients into […]

Exit Planning Case Study: Ian Kutner

December 4, 2017 By Jon Luskin Leave a Comment

Continuing with the theme I’ve covered previously of interviewing professionals experienced in succession planning, I recently spoke with Ian Kutner. Now retired after having sold his financial planning practice to a San Diego wealth management firm, Ian shared some interesting details about how his transaction unfolded. Working within an acquiring wealth management firm Following a […]

John Turner of Live Oak Bank on Succession & Exit Planning

November 9, 2017 By Jon Luskin 1 Comment

What Is Live Oak Bank? John Turner is the senior lending advisor for Investment Advisory Vertical (Industry) at Live Oak Bank. (If you haven’t heard of Live Oak Bank, you’ve likely never used Succession Link, where Live Oak’s ads are plastered everywhere.) Live Oak bank specializes in financing financial advisory business succession plans. What quantifies specialization? Last […]

Continuity Planning for an Investment Advisory Firm

September 5, 2017 By Jon Luskin Leave a Comment

Emergency Exit Plan for Financial Advisors

I can’t help but think of the parallels in the perceived complexity of creating a Continuity Plan with the perceived complexity of creating an investment portfolio.

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  • Bogleheads® Live ep. 8: Dr. William J. Bernstein on investing simplicity
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Jon Luskin, CFP® Follow

Hourly Advice for Do-It-Yourself Investors. "@Bogleheads® Live" host. Advice-Only #CFP®. #fiduciary. @SDFLC volunteer. Tweets ≠ Advice. https://t.co/GJqMxe3Uoj

JonLuskin
jonluskin Jon Luskin, CFP® @jonluskin ·
1h

Asset managers make their money charging fees - and not by delivering performance.

If an investor is looking to increase their investment return, their best bet is to decrease their fees.

#investing

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jonluskin Jon Luskin, CFP® @jonluskin ·
20h

Talking bond correlation with @christine_benz was a treat!

#investing

IRA Owner's Manual @IRAOwnersManual

Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions #PFshare via @jonluskin https://jonluskin.com/bogleheads-live-ep-5-christine-benz-on-correlations-sustainable-distributions/

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jonluskin Jon Luskin, CFP® @jonluskin ·
21h

"Don't use a SEP IRA. Use an individual #401k instead."

Good advice from Jim Dahle (@wcinvestor).

Generally, an individual 401K is going to make more sense.

🤓

https://buff.ly/3LxS2K2

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Jon Luskin is a registered investment adviser in the states of Arizona, California, Florida, Louisiana, Massachusetts, New York, North Carolina, Texas, Virginia and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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