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In the News

Take the Sunset Package or Sell the Business?

Posted by Mindy Diamond

WealthManagement-com

By Mindy Diamond

When thinking strategically about your career, no matter what stage you’re at,  keep in mind the end goal should be to realize the value of your life’s work. Essentially, your retirement options fall into two categories:

1. As an employee, participate in a retiring advisor “sunset program.”

2. As an independent, sell your business on the open market or via an internal succession plan.

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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