"70% of advisors with less than 10 years until retirement don't have an adequate succession plan in place."
2010 Investment News/ Moss Adams Performance Study of Advisory Firm. p.24. Fig 41 & 42
Lets Talk About Succession Planning
Are You Ready to Retire?
Do you have Health, Wealth, & Purpose?
You're a fellow wealth advisor who is considering selling your practice after a long, successful career, but you don't know where to start. How do you find the right advisory firm who will take care of your clients with the same level of compassion that you've provided all these years? How will you arrange a sale? What type of precise planning is required for a succession?
Why The Embrescia Wealth Management Group
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before you retire.
Points to Consider & Questions to Ask
Are you healthy enough to continue to work and service your clients?
Are you financially prepared to retire?
What will your purpose after retirement be?
I’ve seen other Date Night Question products. What’s different about the Marriage and Martinis ebook?
Most other conversation-starter books and cards for couples are just a collection of random questions with no context around them. The Marriage and Martinis’ Date Night Experience ebook is carefully crafted into 12 diverse topics, each of which has relatable anecdotes and background stories that come directly from the hit Marriage and Martinis podcast and real life situations, as well as complimentary bonding challenges meant to really tie everything together. It’s truly a fully engaged “experience” rather than a quick-paced lighting-style Q & A.
I love the concept, but I’m worried my partner will never agree to try it.
We hear this ALL THE TIME. Then, inevitably, we get tons of messages from these same people who are in shock at how much their partner enjoyed doing the questions. If your significant other likes to laugh, enjoys being praised and complimented, or likes to share stories about stuff in which they’re passionate, then we are quite certain there’s AT LEAST one topic that will get them hooked.
Why is it an ebook instead of an actual hard copy?
Ever find yourself in an instance that just “feels right” between you and your partner? You’re on the same wavelength and you could really make the most of that situation? We never know when this moment is going to present itself to have an important and intimate conversation. If you need a physical book every time you want to explore a new discussion or are in the mood to play a game together, then if you don’t have that item at that exact moment, that chance for the full potential of reconnection and bonding is lost. The ebook helps guide you through these conversations wherever you are, whenever it happens, even unexpectedly, since you can access them on your mobile device at any time, anywhere.
Can I give it as a gift?
Sure. You can purchase the ebook with your own email address. Then, email firstname.lastname@example.org with your order number and the word “Gift” in the subject line. Put the email address to which you want the ebook sent as well as the message you would like us to include to the person, and we will send an email with all the info and direct access to the ebook to the recipient on your behalf.
What types of topics are in the ebook?
I really want to try the ebook, but I’m afraid the questions will start a fight between my partner and me.
Trust us, we get it. Over the course of recording over 170 podcast episodes, we’ve definitely had some explosive fights, which led us to bring in experts so we could start to have these conversations more constructively. We of course still fight sometimes, but mostly, the discussions are productive, because the questions are constructive, gentle, and forgiving while still being open enough to embrace deep connection. We want you to have all of these same amazing bonding experiences, even though you probably don’t have a podcast. The ebook also offers strategies to make the most of these talks. Think of it as more than an ebook; it’s a toolkit to build the discussions you want and need to have.
Can these questions be answered on a double date or in a group?
Many of the topics absolutely can, and other topics can be rephrased or restructured easily to be used in so many different settings. Plus, you can use many of the questions as journal prompts or just as food for thought on your own. There are so many different scenarios in which these questions can be so useful. Answer some of them on a girls’ night out, at a dinner party, or to roast someone whose birthday it is. There are all kinds of possibilities that can come from this versatile collection of questions that you can access 24/7 straight from your phone, tablet, ipad or computer.
Are there other versions of the Date Night Questions Experience ebook?
Keep your eye out. We are working on follow up editions, including Parenting and DNQ After Dark. In the meantime, we hope you’ll take your time going through the first ebook and really savor each topic and experience.