Darryl Celkupa talks about succession planning and maximizing value in the financial advisory business

Darryl Celkupa, vice president of business development with Tamarac, Inc., a company that provides financial advisors with a web-based Investment Strategy Management platform, says financial advisors who do not institutionalize their businesses will be at a huge disadvantage when it's time to transition out of the business. Celkupa delivered his comments while at the FPA National Conference in San Diego, on September 16, 2011.

Hear his words of caution and advice in this 2 minute video clip.

 

Ed Jacobson Says Planners Must Practice Self-Care in the Days Ahead

At the FPA National Conference in San Diego, on September 16, 2011, Ed Jacobson, PhD,  author of Appreciative Moments: Stories and Practices for Living and Working Appreciatively and a psychologist, business coach, consultant and public speaker who works with financial planners and investment managers, said that financial professionals must put their own oxygen masks on first -- before helping other people during touch times.

Hear Dr. Jacobson's advice in this 2 minute video about improving your personal resilience.

Cameron Thornton Says Client Retention is Critical, Shares Thoughts on How to Build Relationships Across Multi-Generations

Cameron Thornton, partner at Navigator Legacy Partners, LLC, a firm that works on behalf of families, individuals and non-profit organizations (often in collaboration with their other advisors) to help the clients achieve what matters most for themselves and their families now, and for generations to follow, talked about client retention and building relationships across multiple generations while at the FPA National Conference in San Diego, on September 16, 2011.

See what he has to say in this 2 minute video clip.

Stephanie Bogan Talks About Building Value in Your Financial Advisory Business

Stephanie Bogan, CEO of Quantuvis Consulting, Inc., a national consulting firm that specializes in business consulting to financial advisors and institutions, talked about maximizing profitability and building enterprise value  while at the FPA National Conference in San Diego, on September 16, 2011.

See what she has to say in this 2 minute video clip.