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The challenges of exit and succession planning and execution are many. There is great need for effective management and coordination of this vital element in assuring the perpetuation of a mid-market company, as the majority of closely held companies don’t have a documented exit or transition strategy for the owners—and many of those that exist aren’t effectively implemented.

Millions of investors count on their financial adviser to help them build wealth. But a tricky little turn of phrase can create confusion among consumers shopping for financial guidance. It all boils down to the distinction between "fee-only" and "fee-based" advisers. While the two terms sound similar, there are crucial differences.

The 2013 Knowledge Summit provided a perfect platform to broadly introduce the resources of the Granum Center coupled with the opportunity to engage in small group discussions with attendees. The purpose of the Zone was to create a dynamic venue for financial security professionals to debate, discuss and learn about key issues facing our profession.

Our research initiative, Social Media: Research for Producers—What is it? Why do it? How Does it Work?, is complete. The resulting white paper “Media Puff or Real Stuff?” sheds light on the emerging trends in social media in a way that is extremely specific to its application to financial services. Current industry research has been vague at best and focuses more on feelings and forecasts rather than application and results. The Center’s research gets at the core of social media effectiveness and identifies formulas for success.