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Are you succession ready? I had the privilege of sharing my succession experience as both a former firm partner and as a succession coach with The American College of Financial [...]

#1 Lesson I Wish I’d Learned Before Selling my Business  Financial service professionals are watching the “greying” of our industry with mixed emotions. Many are excited about recent M&A [...]

  A Formula for Success: Succession Planning the “Right” Way  Something I see a lot in my practice are firm founders and leaders who struggle with finding time to step back and see the big [...]

Why It’s Time to Retire Your “Someday” Strategy for Succession For so many, the question this title poses prompts a bit of a “waffly” denial that, they’ve got a plan, “it’s just not right time.”  [...]

The #1 Secret for NextGen Succession Readiness  Something I see a lot at the outset of a succession planning engagement, is an undercurrent of nervous energy. A sense of excited anticipation is [...]

NextGen Leaders Here’s Why Succession Readiness Should Matter to You! Are you a NextGen professional who aspires to being an owner or successor at your current firm?  If you answered yes, you are [...]

Are You Succession Ready, Willing and Able? Founders and senior shareholders are waking up ready, now more than ever, for succession planning as the challenges of 2020 mount without a predictable [...]

The Undercurrents in Your Plans for Succession Is succession planning top of mind for you now as the “Pandemic Pause” trudges on in what is an unprecedented year? A lot of firm founders and [...]

Something I hear from wealth management professionals over and over amid the global pandemic are the wistful words, “When we get on the other side of this…” Which is usually followed by, [...]

As I sit down to write, the global pandemic continues its shattering impact on every facet of human life as we knew it.  Saying this is unprecedented is a gross understatement. Yet, in the midst, [...]