Success Zone

Sponsored by: Protective Life Recent proposed legislation has included some key tax law changes that could affect retirement and estate planning. What can advisors do to get ahead of these potential, but often unpredictable changes to the tax law? In this episode of The Success Zone Podcast, Martha Hart, vice president, Annuity National Sales Manager at Protective Life, discusses tax planning from a financial advisors’ perspective and shares some options for advisors to increase value for their

Sponsored by Moody’s Analytics Risk is an inevitable factor in any part of our lives, no less so in the real estate market. How do we assess and react to CRE risk that evolves as technology and society advances? In this episode of the Success Zone Podcast, Vivek Thadani, head of product strategy, Moody’s Analytics CRE, and Luis Amador, general manager, Moody’s Analytics CRE, discuss alternative dimensions of risks, such as over-exposure to certain property types, climate change, cyber security a

Sponsored by Moody’s Analytics CRE No one can deny that adverse climate events have a major impact on real estate properties across the country. Often, we don’t realize the larger implications of these events until a climate-related disaster happens close to home. In this episode of the Success Zone Podcast, Thomas LaSalvia, Ph.D., senior economist at Moody’s Analytics, discusses the challenges the commercial real estate industry faces when it comes to climate change and the risks adverse climat

Joe Zappia thought he would spend his career at his big investment firm. Here’s why he left.

You might be ready to retire, but Is now a good time to sell? In this episode, David Grau Jr., president of Succession Resource Group, and John Williamson discuss the buying, selling, and transitioning of a practice. They dive deep into their 10-point plan for buying and selling books of businesses. In this episode, you will learn: How COVID 19 has affected the buying and selling of books How becoming more technologically inclined can change your practice How to begin the process of finding a b

If you were unable to run your advisory practice for the short- or long-term, would your clients and employees be well cared for during that time? John Williamson and Dennis Leininger are back to discuss the buying, selling, and transitioning of a practice. In this episode, they focus on the importance of having a continuity plan in place and how to create one. In this episode, you will learn: Why business owners need to have a continuity plan Why it’s not necessary to be an exact match with yo