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Can ChatGPT Help Fix My Practice? – Media Mention
WealthManagement.com – June 12, 2023 WealthManagement.com posed a hypothetical dilemma facing a hypothetical advisory firm to ChatGPT, then asked three practice management experts (including WVL Group's Bill Van Law) to weigh in on the merits of the advice. Read more... |
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Five Keys to Boosting Your Valuation Ahead of a Sale – Interview
Wealth Solutions Report – December 13, 2022 Bill Van Law shares keys to boosting your firm's valuation, the value of being a business vs. a practice, who's experiencing growth in the industry, overlooked advantages of organic growth, and more. Read more... |
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Investing in times of uncertainty – Bylined Article
Investment Strategy by InvestmentNews – July 22, 2022 Bill Van Law shares tip for investing in uncertain times and discusses why being disciplined matters, how markets tend to anticipate recessions, opportunities in the midst of fear, and more. Read more... |
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Proven Strategies Leading Advisors Use to Accelerate Growth – Video
Wealth Management TV – September 7, 2021 Bill Van Law discusses proven strategies that leading advisors are using today to accelerate growth and increase business value in this accompanying video to his bylined article in Wealth Management Magazine's 2021 Midyear Outlook issue. Watch video... |
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Proven Strategies from Top Advisors to Accelerate Growth and Increase Business Value – Bylined Article
Wealth Management Magazine – August 13, 2021 Bill Van Law discusses proven strategies that top advisors are using to accelerate growth and increase business value, even during today's turbulent and uncertain times, as a part of Wealth Management Magazine's 2021 Midyear Outlook issue. Read more... |
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How Should Advisors Leverage the Continuum of Business Models? – Webinar
Cal Lutheran Next Gen Mentoring Forum – May 4, 2021 Bill Van Law participated in a webinar series for California Lutheran University's Next Gen Mentoring Forum, hosted by the School of Management's Financial Planning program, speaking on how financial advisors should leverage the continuum of business models. Read more and watch video... |
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Bill Van Law of WVL Group: Five Things You Need To Know If You Want To Build, Scale and Prepare Your Business For a Lucrative Exit – Media Profile
Authority Magazine – February 4, 2021 Bill Van Law is profiled in Authority Magazine as a part of their series on the leadership lessons of accomplished business leaders, sharing his top five things to know if you want to build, scale, and prepare your business for a lucrative exit. Read more and watch video... |
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2020 Pushed Many Advisors to Plan Their Own Retirement – Media Mention
WealthManagement.com – December 23, 2020 Bill Van Law is quoted in this article about how COVID-19, economic uncertainty and political change – along with high firm valuations – are pushing more advisors to take their own retirement from the industry seriously. Bill points out that more firms are using acquisitions or sales for their retirement strategy, and how that trend should continue for the foreseeable future as more advisors reaching retirement age seek to take advantage of higher valuations. Read more... |
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A Framework for Choosing a Business Model to Fit the Evolving Needs of Your Business and Your Clients – Bylined Article
Journal of Financial Planning – December 2020 Bill Van Law offers thoughts on how financial advisers can choose the right business model to fit the evolving needs of their business and their clients, highlighting the potential benefits and drawbacks of the various business models within the wealth planning space. Bill also drills down into the five drivers that are frequently cited by advisers as they are evaluating business models. Selecting the "right" business model requires both a thorough understanding of the alternatives as well as a thoughtful evaluation of the adviser's business, including their vision and goals going forward. Read more... |
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Endowed and First Generation Scholarship Recognition
University of North Florida Foundation – September 2020 Bill Van Law was recognized by the University of North Florida Foundation for his ongoing support as an Endowed and First Generation Scholarship Donor, helping to provide students an opportunity to obtain a college education without incurring some of the financial hardships that can come with earning a degree. The support helps students fulfill many dreams and goals while participating in life changing experiences. Bill was inspired to make his gifts to UNF because of the solid foundation it provided him during his time there as a student. Watch video... |
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Life After Lockdown – Media Mention
WealthManagement.com – May 8, 2020 Bill Van Law is quoted in this article about how the future of financial advice after recovery from the Covid-19 pandemic. Advisors will retire in greater numbers in the postpandemic period, predicts Bill Van Law, founder and CEO of the WVL Group in St. Petersburg, Fla. With the abrupt end of the bull market and increased uncertainty in all financial sectors, Van Law expects to see a significant increase in the number of advisors leaving the industry. Read more... |
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3 Ways Advisors Can Help Those in Need From COVID-19 – Bylined Article
ThinkAdvisor – May 5, 2020 Bill Van Law offers thoughts on how the advisor community can help those in need in their communities during these difficult times. With COVID-19 and the global pandemic, the needs in our communities have risen to levels not seen since the Great Depression. Bill Van Law has been a financial services professional for more than 25 years and is CEO and founder of WVL Group, consulting to C-Suite executives to help them refine business strategy, accelerate growth and build organizational capability. Prior to launching WVL Group, he served as president of the Investment Advisors Division of Raymond James Financial. Read more... |
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Consolidation in the Financial Services Industry – Video
Executive Roundtable Journal – December 2019 Bill Van Law founder and CEO of the WVL Group talks about consolidation in the financial services industry after participating in an executive roundtable conversation held at the Informa/Wealth Management magazine offices in NYC in September 2019. For many years Strategy & Resources, LLC has been looking for a way to share key learnings, observations and insights gathered from our research, experiences and consulting practice. With the help of the team at Informa / Wealth Management magazine, Matt Lynch and his team brought this quarterly journal to life in 2019. Watch video... |
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Advisor Power and the Last Three Feet – Media Mention
Executive Roundtable Journal – December 2019 Bill Van Law participated in an executive conversation held at the Informa / Wealth Management magazine offices in NYC in September 2019. Lead by Matt Lynch, managing principal of Strategy & Resources, LLC, the conversation also included executives from Brinker Capital, Oranj, Snappy Kraken, and Spire Investment Partners. The coverage starts on page 6. Read more... |
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Advisors in Transition – Conference Appearance
Tiburon CEO Summit – October 2019 During a panel discussion with Skip Schweiss of TD Ameritrade, Alex Potts of Loring Ward, Anders Jones of Facet Wealth, and Chip Roame of Tiburon Strategic Advisors, Bill Van Law of WVL Group spoke about trends in the financial services industry. 198 executives gathered at this prestigious event to discuss challenges/opportunities related to their businesses. Learn more... |
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Recruiting and Breakaway Deals – Conference Appearance
Deals & Dealmakers Summit – September 2019 ECHELON Partners hosted the ninth edition of the Deals & Dealmakers Summit at the Resort at Pelican Hill, California. In one of the conference sessions, Bill Van Law, CEO of WVL Group, Bill Willis, CEO of Willis Consulting, Jeff Bischoff, CEO of Old Greenwich Consultants, and Robb Baldwin, President & CEO of TradePMR, discussed “Recruiting and Breakaway Deals – Wealth Creation from Business Model Migration.” Learn more… |
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Competitive Landscape – Conference Appearance
Tiburon CEO Summit – October 2017 During a panel discussion at the prestigious Tiburon CEO Summit, Bill Van Law, who was at the time President, Investment Advisors Division, Raymond James Financial, spoke about how he and his team at Raymond James were working to differentiate in the competitive landscape for financial services firms serving breakaway brokers and advisors in transition. Learn more… |
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Interview with Bill Van Law – Podcast
RIACast – February 2017 On RIAcast’s 10th episode, Bill Van Law and show host Matt Baum, Esq. discuss Bill’s vision as President of Raymond James’ Investment Advisors Division. Bill provides general advice to breakaway advisors as well as thoughts on how RIAs can compete with wirehouses providing significant transition packages. Bill also talks about his passion for aviation. Listen now… |
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