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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 [...]

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, [...]

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 [...]

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 [...]

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” [...]

  Are you ready to say goodbye to a life and career spent on autopilot?Are you done waking up with another year gone by without any planning for your own future? When it comes to creating [...]

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 [...]