Hey Next Gen Leaders! Are You Ready to Lead? Are you wanting to take on a leadership role in your company? Or, are you being asked to lead, yet you’re not feeling prepared? Do you think that [...]
Lessons Learned Navigating the Tricky Path from Independence to Sale Are you a stakeholder in your firm being “succession ready”? The answer is yes if you are a founder, a senior shareholder or [...]
Ignite Your Succession Planning with These Essential Questions If you’re like many money management professionals, you know how easy it is to get caught up in the day-to-day business — and put [...]
Courageous conversations are key to building succession ready relationships In the 3rd segment of my conversation with Alanah Phillips, we talk about the challenges Next Gen professionals often [...]
Succession planning with heart In Part 2 of my conversation with Alanah Phillips on the NextGen in 10 podcast, we get to the heart of what it takes to be successful with succession planning: [...]
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.” [...]
