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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 [...]

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 [...]

  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, [...]

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 [...]

The 4-year anniversary of the sale of my financial advisory business is rapidly approaching. The memories from 30 years spent in the financial services world, including 20 as a managing partner, [...]

When it comes to succession planning, there’s a critical stakeholder that is often overlooked: you. The hardworking “junior” professional I refer to as a NexGen professional. Working with a [...]