Succession Planning

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 [...]

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 [...]

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, [...]