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#1 Lesson I Wish I’d Learned Before Selling my Business  Financial service professionals are watching the “greying” of our industry with mixed emotions. Many are excited about recent M&A [...]

Why It’s Time to Retire Your “Someday” Strategy for Succession For so many, the question this title poses prompts a bit of a “waffly” denial that, they’ve got a plan, “it’s just not right time.”  [...]

The #1 Secret for NextGen Succession Readiness  Something I see a lot at the outset of a succession planning engagement, is an undercurrent of nervous energy. A sense of excited anticipation is [...]

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 [...]

The Undercurrents in Your Plans for Succession Is succession planning top of mind for you now as the “Pandemic Pause” trudges on in what is an unprecedented year? A lot of firm founders and [...]

Did you know unspoken expectations and assumptions are huge contributors to creating a stressful work culture?  This is particularly true when unexpected, life and market altering events like a [...]

The #1 Secret to Successful Succession A lot of firm founders and shareholders wonder why attracting and retaining great team members and potential successors is such a struggle.  If you can [...]

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 [...]