Chia-Li Chien
Dr. Chia-Li Chien is a succession program director at Value Growth Institute, a succession consulting practice dedicated to helping business owners increase the equity value of their firms. Before her private consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession and retirement planning at national conferences and has published three books, including her most recent publication, "Enhancing Retirement Success Rates in the United States." She publishes research on succession and retirement topics in a variety of academic and practitioner research journals. Dr. Chien hosts a succession blog at valuegrowthinstitute.com and serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a Certified Financial Planner (CFP®) as well as Project Management Professional (PMP®).
Chia-Li Chien is pronounced Jolly Jan.
Dr. Chia-Li Chien is a succession program director at Value Growth Institute, a succession consulting practice dedicated to helping business owners increase the equity value of their firms. Before her private consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession and retirement planning at national conferences and has published three books, including her most recent publication, "Enhancing Retirement Success Rates in the United States." She publishes research on succession and retirement topics in a variety of academic and practitioner research journals. Dr. Chien hosts a succession blog at valuegrowthinstitute.com and serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a Certified Financial Planner (CFP®) as well as Project Management Professional (PMP®).
Chia-Li Chien is pronounced Jolly Jan.
Succession Planning in an Ensemble Financial Planning Practice
This case workshop explores the issues of business owner exit and entity succession. Currently, advanced age and the impending retirement of many financial planning practice owners promise to limit the sales prices of firms at retirement. Furthermore, an inadequate talent pool limits the opportunity to build for the transition. The case study firm has three partners and four additional employees. The goals are to retire the oldest partners in 5 years and 10 years, respectively, and,...
The Future of Advising in Light of Automation
Description: Robots are being more and more accepted in the home for utility and entertainment. They help us by freeing up time for other enjoyable things. Automating advising in some areas is on the rise. Can you create more human advice opportunities by leveraging big data and automation?
Learning Outcome:
- FinTech: Robo usages
- Financial Counseling on the rise
- Consumer demographics in retirees statistics
- Client service experience/how to morph...
Advising retirees to leverage their retirement balance sheets
will be most enhanced by the strategies.
Learning Outcome:
- How...
Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size
To successfully exit a financial planning practice, owners are required to meet industry compliance as well as their own retirement needs. To do so, they often rely on appraisers or financial intermediaries to facilitate the exit or succession transition.
Results suggest that using specialized financial intermediaries favored sellers but not buyers. Financial statement items alone did not provide a complete picture of the fair market value. Industry adjustments such as the quality...
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