White Papers

The Nextgen Guide

In this guide, PPC LOAN teams up with successions experts, Advisor Legacy, to provide a comprehensive resource for both founding advisors and Nextgen advisors. The guide shows Nextgen advisors how to prepare for a leadership role and how to approach the founder, while demonstrating to the founder the value of Nextgen leaders and their role in the future of the practice.

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Improving Cash Flow

During good financial times, positive revenue fueled by strong portfolios makes it easy to hide weak financial management within the firm. But those same financial mistakes and mismanagement which are unnoticeable in good times can mean life or death for a firm as cash flow becomes constricted due to fluctuating markets and unforeseen events.

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