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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.”  [...]

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 [...]