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Practice Management

Advice for New Financial Planners

December 11, 2017 By Jon Luskin Leave a Comment

I could never do as good a job as Michael Kitces, so I’ll just link his article on this very same subject here. I won’t bother to repeat the points he already made. I’ll just share something I wish someone had told me when I got into the field of financial planning. The Job Description […]

Exit Planning Case Study: Ian Kutner

December 4, 2017 By Jon Luskin 1 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 2 Comments

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 […]

Annuity Rule of Thumb

October 23, 2017 By Jon Luskin Leave a Comment

As a fee-only financial adviser and fiduciary, much of what I do at Define Financial involves unwinding new clients from the garbage they were previously sold by commissioned salespeople. (Naturally, I have a strong opinion about this!)  Sometimes, this means trying to figure out how to get a client out of a non-traded REIT. Other […]

Setting Fees for Financial Planning

September 28, 2017 By Jon Luskin Leave a Comment

Two recent episodes in setting financial planning fees merit sharing, and both have the same ultimate take-away: don’t think you’re not worth it – because the right clients think you are.

Continuity Planning for an Investment Advisory Firm

September 5, 2017 By Jon Luskin 1 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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Recent Posts

  • Bogleheads® Live 45: Factor Investing with Wes Crill
  • ‘TIPS Ladder Mania at the 2023 Bogleheads Conference’ or ‘Stay the Course’
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Disclosures & Legal

Jon Luskin is able to work with individuals in all states, except Louisiana, and is a registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, 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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