Ever wonder what it feels like on the “other side” of a successful succession? Not too long ago, I did, too… The 4-year anniversary of the sale of my money management business is rapidly [...]
In 2010, I was miserable. After spending more than 30 years building a career in the financial services industry, I started waking up each morning hungry for a change. I longed to do something [...]
Why Succession Planning Should Start in the Mirror After spending nearly 30 years in Financial Services, including more than a decade wearing the Chief Compliance Officer hat, I don’t often make [...]
