Creating a business of value
By William J. Heestand, CLU, AIF Who wants to turn around one day after working 30 years to find the business you poured your blood, sweat and tears into isn’t worth...
Tag Archives: small business
Taking over your family business isn’t always easy
Bill Heestand More than 30 years ago, I bought an insurance business from my dad, Robert P. Heestand. I became his employee and then gradually, as I grew, he suggested that...
The No. 1 thing buyers and sellers are concerned about when buying a business
By David Grau Jr. Financial advisors looking to buy or sell a practice often ask me how to best determine a practice’s value. While there are a lot of technical answers...
Why poor client experiences may be costing you revenue
“The biggest source of lost revenue is the prospect you never knew about,” said David Avrin, author and president of Visibility Coach. The potential client called, but you didn’t answer...
How to win with clients
Brad Elman, CLU, CLTC By Brad Elman, CLU, CLTC, is a 24-year MDRT member, from Los Altos, California I don’t like to give bad news when a client asks if something is...
