‘Succession Planning with Heart’ Supports Successful M&A It was so fun to sit down with John Martinka of Martinka Consulting and his audience to share some of the biggest lessons I learned [...]

Jumpstart Your Succession Planning with a Power Pause It’s not uncommon for business owners to focus on strategic planning in the 4th quarter of the year. In my experience, what is not common, is [...]

CHASING UNLEASHED. The Intersection of Business And Life. WITH DAN WEEDIN I was thrilled to join Dan Weedin and the Chasing Unleashed Podcast audience to share my thoughts on how everyone can [...]

The Indie Advisor Podcast: Developing the Next Generation of Leaders. Tune into The Indie Advisor Podcast to hear Laurie Nichols, RLP, CPC, Succession Planning and NextGen Development Coach, give [...]

#1 Mistake Costing You Commitment from Your Successors A lot of professionals and business owners wonder why it is so difficult to get their potential successors to engage “like owners” in their [...]

The 3 Essential Conversations to Jumpstart Your Succession Planning The volume of calls I’ve received in recent months from “Next Gen” professionals—including potential successors—has increased… [...]

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 [...]