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Succession Planning Today: Why Wait for the Push?  When it comes to strategic planning, many RIA founders put it off. Decision-making around succession or exit strategies isn’t fun, and it’s easy [...]

At a panel discussion I recently attended, 3 CEOs from well-known corporations all came to a single consensus: culture trumps strategy. It’s true! In my work helping money management firm owners [...]

Is monetizing your business the key to getting what really matters to you?  If the answer is yes, then here’s the follow-up:  how important is the culture of your firm to your prospects, either [...]

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 off long-term strategizing around your exit plan. A [...]

As a money management professional, you’ve probably heard a lot of your colleagues talk about “someday” when it comes to succession planning. Maybe you’ve even started thinking about “someday” [...]

  Are you ready to say goodbye to a life and career spent on autopilot?Are you done waking up with another year gone by without any planning for your own future? When it comes to creating [...]

Ever wonder if today is the day? Let me tell you a story. I had been a partner in my “boutique” money management firm for over 20 years when my partners and I decided to sell. Over the years, [...]

According to the Financial Planners Association’s succession planning survey of independent financial planners published in April 2018, not much has changed in the last ten years! 73% of [...]

It has been over 5 years since the sale of my money management business. I have been loving life on “the other side,” but in truth, I didn’t always feel this way. For me, it was a long journey to [...]