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, [...]
Did you know unspoken expectations and assumptions are huge contributors to creating a stressful work culture? This is particularly true when unexpected, life and market altering events like a [...]
The #1 Secret to Successful Succession A lot of firm founders and shareholders wonder why attracting and retaining great team members and potential successors is such a struggle. If you can [...]
Something I see a lot in my work is a growing tension between firm founders, senior shareholders and their successors. Feelings range from disappointment to frustration—on all sides. These [...]
The Life Audit: Grabbing Life By the…Plan Many wealth management and other professionals I’ve spoken with—from independents and wire house advisors to money managers, private [...]
