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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 [...]

#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.”  [...]

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, [...]

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 [...]

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, [...]