John Hancock Financial Network

Blog Tag: Exit Strategy

Why a Successful Exit Strategy is a Career-Long Process – The Second of Two Parts

Brian Heapps No Comments
To read the first post in this two-part blog series, click here. It may seem hard to believe, but even as recently as the mid 1990s, few financial professionals and advisors had an exit strategy for their business when they retired or moved on. Unless there was a son or daughter willing to continue the [...]

Why a Successful Exit Strategy is a Career-Long Process – The First of Two Parts

Brian Heapps No Comments
The First of Two Parts - Part One - The Two Stages of Short-Term Planning: I get to talk to a lot of mid-career financial professionals and advisors inside and outside of John Hancock Financial Network. These are some of the most successful, committed people in our business, but they always seem taken aback when I ask them, “So have you developed your exit strategy?”

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