dkeadvisorsolutions.com

DKE Advisor Solutions | Your Time. On Purpose.

Your Time. On Purpose. The freedom to grow. The tools you need. DFA advisors partner with DKE to ensure their every working minute is spent on purpose. With our help, they find greater freedom to invest more time in initiating and nurturing relationships with ideal clients. And, they trust us to provide the tools they need to accelerate practice growth and their progress through the Advisor Practice Lifecycle . Why we do it? How we do it? Why We Do It. You play a potentially life-changing role in the liv...

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DKE Advisor Solutions | Your Time. On Purpose. | dkeadvisorsolutions.com Reviews

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Your Time. On Purpose. The freedom to grow. The tools you need. DFA advisors partner with DKE to ensure their every working minute is spent on purpose. With our help, they find greater freedom to invest more time in initiating and nurturing relationships with ideal clients. And, they trust us to provide the tools they need to accelerate practice growth and their progress through the Advisor Practice Lifecycle . Why we do it? How we do it? Why We Do It. You play a potentially life-changing role in the liv...

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DKE Advisor Solutions | Your Time. On Purpose. | dkeadvisorsolutions.com Reviews

https://dkeadvisorsolutions.com

Your Time. On Purpose. The freedom to grow. The tools you need. DFA advisors partner with DKE to ensure their every working minute is spent on purpose. With our help, they find greater freedom to invest more time in initiating and nurturing relationships with ideal clients. And, they trust us to provide the tools they need to accelerate practice growth and their progress through the Advisor Practice Lifecycle . Why we do it? How we do it? Why We Do It. You play a potentially life-changing role in the liv...

INTERNAL PAGES

dkeadvisorsolutions.com

1

Start-Up | DKE Advisor Solutions

http://dkeadvisorsolutions.com/lifecycle/advisor-practice-lifecycletm-start-up-stage

Self-reflection and confidence: Am I doing the right thing for my clients? Developing an efficient and effective process for working with clients. Developing and committing to a niche or focused group of clients and prospects. Creating a network of expert professionals who are willing to collaborate. Building a network of referring professionals and clients. Maintaining proper compliance routines. Generating sufficient income to maintain your personal lifestyle. Targeted Coaching and Practice Mentoring.

2

Maturity | DKE Advisor Solutions

http://dkeadvisorsolutions.com/lifecycle/advisor-practice-lifecycletm

Retirement: Today vs. Yesterday. How engaged do you want to be? Do I want a lump sum payout, or a retirement income stream? What if something unforeseen happens to me? What happens to my family`s income? What happens to my clients and practice? What happens to my family? What happens if a key relationship manager or business manager retires or leaves the firm? Who is going to take over when I`m ready to retire or reduce my time in the business? Are they capable of maintaining client relationships? DFA Ad...

3

Our Bloggers | DKE Advisor Solutions

http://dkeadvisorsolutions.com/dke-blog/our-bloggers

Michael T. Hartley, CFP. Chairman and Chief Executive Officer. Curated content to help investment advisory entrepreneurs find new ways to better manage their career, their team and enjoy life. Byron A. Sanders. Providing insight and information on the markets and current events of interest to investment advisors and their clients. Michael W. Hartley, MBA, CFP. Vice President of Operations. James H. Moore, CFP. Practical strategies for outsourcing success. DFA Advisors: Click here. It’s About Time.

4

DKE Team Profile | DKE Advisor Solutions

http://dkeadvisorsolutions.com/about-dke/dke-team-profile

Your Time. On Purpose. Michael T. Hartley, CFP. He is the co-author of Master Plan: Integrating Your Financial Planning, Legal and Estate Planning and Life Planning a book intended to help families manage all three forms of wealth. He has had articles published in Trusts and Estates Magazine and many others and curates 24 online magazines including titles “ Global Economics and Investing. 8221; “ CyberSecurity. 8221; “ Social Impact and Philanthropy,. 8221; and “ Effective Presentations. Mr Moore is a Vi...

5

Exit | DKE Advisor Solutions

http://dkeadvisorsolutions.com/lifecycle/advisor-practice-lifecycletm-2

How long should I remain in the business once the equity transition begins? Do I want to remain engaged in the business? In what capacity should I remain within the firm, or should I at all? Did I wait too long to plan for my retirement? Can a sale realize sufficient resources for my support in later years? Can I trust the new advisor to take over my practice? How do I communicate and position the new practice with existing clients? What is the best way to structure my. Loss of Identity and purpose.

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dkeadvisorsolutions.com

DKE Advisor Solutions | Your Time. On Purpose.

Your Time. On Purpose. The freedom to grow. The tools you need. DFA advisors partner with DKE to ensure their every working minute is spent on purpose. With our help, they find greater freedom to invest more time in initiating and nurturing relationships with ideal clients. And, they trust us to provide the tools they need to accelerate practice growth and their progress through the Advisor Practice Lifecycle . Why we do it? How we do it? Why We Do It. You play a potentially life-changing role in the liv...

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