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Key Management Group (KMG) provides comprehensive practice management solutions to financial advisors.

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CONTACTS AT KEYMANAGEMENTGRP.COM

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WHOIS PRIVACY PROTECTION SERVICE, INC.

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PO ●●●639

C/O KEYM●●●●●●●●TGRP.COM

KIR●●●AND , WA, 98083

US

1.42●●●●0657
1.42●●●●4730
KP●●●●●●●@WHOISPRIVACYPROTECT.COM

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WHOIS PRIVACY PROTECTION SERVICE, INC.

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C/O KEYM●●●●●●●●TGRP.COM

KIR●●●AND , WA, 98083

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Key Management Group (KMG) provides comprehensive practice management solutions to financial advisors.
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1 Financial planning
2 Succession planning
3 Practice management
4 Advisor Coaching
5 Business valuation
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7 Financial advisory practice
8 Staff management
9 Transition planning
10 Client meeting preparation
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management,group,advisor legacy login,kmg membership login,started,assess your practice,identify key areas,map to services,webinar registry,mission,resources,trends,advisor,succession,spot,successful,buyer/seller,match,about us,our story,meet our team
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Key Management Group (KMG) provides comprehensive practice management solutions to financial advisors.

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1

Webinar List

http://www.keymanagementgrp.com/index.php/services/webinar-list

Acquisition and Legacy Planning. Five Reasons to Sell Now Webinar. The content of this webinar is geared towards advisors who may be 1-10 years from retirement. This webinar investigates the reasons why many advisors wait too long to retire or sell their practice. We also cover why the current conditions make now a great time to consider selling, and strategies to consider when planning to sell. Tuesday, July 19, 2016 1:00pm Eastern Standard Time. Thursday, July 21, 2016 1:00pm Eastern Standard Time.

2

Continuity Planning

http://www.keymanagementgrp.com/index.php/services/succession-planning/continuity-planning

Acquisition and Legacy Planning. Register for one of our upcoming Continuity Planning Webinars Click Here. Show that as few as 17% of financial advisors have an actionable succession plan, and fewer than half have a continuity plan to protect their heirs in the event of their death or disability. Given that one's financial planning practice is likely his/her largest financial asset, why would they not have a protection plan in place? Procrastination - finding the time to plan. KMG Turnkey Continuity Plan.

3

Outsourcing

http://www.keymanagementgrp.com/index.php/services/outsourcing

Acquisition and Legacy Planning. Take our Quick Practice Assessment Click Here. Key Management Group's outsourcing services provide two benefits to financial advisors:. 1) We do the most time-consuming work, thereby freeing up your time to focus on activities that make your business more productive, and. 2) We prepare client-facing deliverables ahead of time; therefore you are maximally prepared for each client encounter. Currently we offer two different outsourcing services:. Prior to your meeting with ...

4

Quick Practice Assessment

http://www.keymanagementgrp.com/index.php/services/take-a-5-minute-practice-assessment

Acquisition and Legacy Planning. Introduction to our Quick Practice Assessment. This assessment covers the six key areas in which we provide services to help financial advisors: Vision and Foundation, Team Management, The Client Experience, Marketing and Acquisition, Business Tracking, and Continuity and Legacy Planning. This assessment should take approximately 10-15 minutes to complete. You cannot save this survey, so please allow yourself enough time to complete the entire survey in one sitting. Yes, ...

5

Business Valuations

http://www.keymanagementgrp.com/index.php/services/succession-planning/business-valuations

Acquisition and Legacy Planning. Take our Quick Practice Assessment Click Here. The value of your financial planning practice may in fact be your largest asset. Understanding what drives this value is critical to making good business decisions. Knowing the value of your practice is essential to creating an appropriate succession plan. Charting the value of your practice years before a sale. To facilitate succession planning discussions. Our Business Valuation provides you with:. Read our White Papers.

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The Buy/Sell Process - Financial Advisor Continuity

http://financialadvisorcontinuity.com/the-buysell-process

Stay Model By the Numbers. Change of BD or Custodian. The first step when selling your practice is to have a valuation. Is a leading provider of succession planning services for the financial services industry. They provide business valuations, cash flow analyses, and succession consulting services. Key Management Group is not affiliated with Financial Advisor Continuity, ACT Advisors, LLC, or LPL Financial. We reach an agreement and sign the deal! We buy you champagne and/or flowers! We write you a big ...

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At KMG, we are passionate about helping advisors unlock their potential, accelerate growth, and build a world-class financial advisory practice. Advisors hire us to help execute on strategies that will enhance the client experience, improve productivity, and leave a legacy. Acquisition and Succession Services. Advisor Legacy - Practice Sales. Acquisition and Succession Consulting. Turnkey Deal Support Service. Purchase Partner Firm Valuation. Purchase a Business Valuation. Purchase a Turnkey Guardian Plan.

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Key Management Skills

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