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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 [...]

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.”  [...]

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 [...]

As I sit down to write, the global pandemic continues its shattering impact on every facet of human life as we knew it.  Saying this is unprecedented is a gross understatement. Yet, in the midst, [...]

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 [...]