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Article Excerpt:

Older financial planners are retiring at twice the rate new ones are entering the...

TAG Advisory Services's Insight

The growing age gap between younger and older advisors is nothing new, so why are so few advisors doing anything about preparing for succession, particularly when statistics show that client retention falls off drastically after a sloppy transition? The good news for both advisors and clients is that the industry is finally starting to open its eyes to the importance of careful succession planning.

Take control of your retirement at TAG 2.0! TAG 2.0 was created to solve the industry-wide problem of senior financial advisors aging out of the workforce with no one in the pipeline to take over their business. Few advisors know how to monetize the value of their books and fewer still have a succession plan in place.

TAG 2.0’s “

Media Contact:
Lisa Murray
Trevi Communications, Inc.
O: 978.750.0333 / M: 617.835.0396
[email protected]

Boston, MA, September 5, 2019 – Registered Investment Advisor, Trust Advisory Group, Ltd. announces the launch of TAG 2.0, an innovative model developed to improve the business of financial advising. TAG 2.0 addresses today’s industry-wide problem of financial...

Article Excerpt:

It’s time to take a breath and reflect on where you are now—personally, professionally and...

TAG Advisory Services's Insight

The author notes that most people spend more time planning their vacations than they do planning their lives. Taking just a couple of minutes to read this article provides a great opportunity to step back and gain some perspective. Providing a handy list to get you started, the author encourages all of us to take the time to identify those values in life that are most important to us and reflect on where we are today. 

Article Excerpt:

Advisors are pinning their optimism for growth on demographic change and a continuing bull market, according to a recent survey – but nearly...

TAG Advisory Services's Insight

This article recaps some interesting results from the fourth wave of the Bloomberg Media Financial Advisor Study. While half of advisors expect their practice to remain the same over the next five years, some expect the bull market in equities, changing demographics and a resolution of trade disputes to lead to growth in the industry. Interestingly, about half of advisors think that growth will be fueled by clients who are brand new to the advisory industry. And, as many of the existing clients transition into retirement, almost 70% of advisors said they plan to address decumulation and potential wealth transfer by introducing themselves to their clients’ children and beneficiaries.

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