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The 3 Essential Conversations to Jumpstart Your Succession Planning The volume of calls I’ve received in recent months from “Next Gen” professionals—including potential successors—has increased… [...]

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.”  [...]

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 [...]

Something I hear from wealth management professionals over and over amid the global pandemic are the wistful words, “When we get on the other side of this…” Which is usually followed by, [...]

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, [...]