Book Sale

Do you find yourself daydreaming about spending the day golfing, walking along the ocean or traveling to Europe on a whim? Such mental wanderings are an indication that it may be time for you to ride off into the sunset after years of hard work. But what are you going to do with your book? You're not just going to hand it over to the firm or to another broker. After all, you've built equity in your business. Before you begin the business-selling process, you should know it's not an overnight transaction. It generally takes three to five ...

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In This Issue: September 2010

Cover Story

Outgrowing The Series 7

When the 7 becomes more of a burden than a benefit.



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