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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 off long-term strategizing around your exit plan. A [...]

As a money management professional, you’ve probably heard a lot of your colleagues talk about “someday” when it comes to succession planning. Maybe you’ve even started thinking about “someday” [...]

It has been over 5 years since the sale of my money management business. I have been loving life on “the other side,” but in truth, I didn’t always feel this way. For me, it was a long journey to [...]