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Buy-Sell Agreements Keep Your Business Afloat

June 26, 2017 by Jonathan Marshall

Brought to you by Jonathan Marshall in conjunction with Lincoln Financial Securities Corporation* Alex and Brad, both in their mid-forties, had just celebrated the tenth anniversary of Consulting, Inc., their market consulting business. The next morning, before going to work, Brad suffered a heart attack while jogging and died later that day. Alex suddenly lost his long-time business associate. Whats wife. The result was chaos. s wife were left with little choice but to sell the company on short notice for just a fraction of what they had hoped for. How could this fictional disaster have be ...Read More

Passing the Baton: Preparing the Next Generation of Independent Advisors by Leveraging Generational Differences

June 19, 2015 by Jonathan E. Marshall

The State of the Industry The average age of leaders and advisors in the industry has been increasing for decades. By 2014, one in 10 financial advisors was over the age of 60, according to MDRT. About 40 percent will be transitioning within the next decade, according to other sources. The greatest percentage of established and successful advisors are Baby Boomers and Gen Xers, while members of the giant Gen Y wait in the wings, ready to fill gaps. It by Jim Pavia. The Problem: Not Enough Knowledgeable Advisors Oddly enough, the root cause of this looming crisis in financial services ...Read More

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Securities and advisory services are offered to residents of FL, IN, KY, and OH through registered representatives of Lincoln Financial Securities Corporation, Member SIPC. Lincoln Financial Securities and DG Advisors are not affiliated and neither provide tax or legal advice.

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