Most financial advisors enter the profession with a clear purpose: to help people build more secure and prosperous financial futures. The career is also an opportunity to build something with a ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

Although a board of directors’ top responsibility is CEO succession planning, too many fail to adequately engage in the process. It was a pivotal moment in my career—I had just been named CEO of ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

What is business succession planning, and why is this an important and essential component of forming any new entity or protecting an existing business interest? Business succession planning protects ...

From my experience, most small to mid-sized businesses treat succession planning as a one-time event or something to figure out when leadership changes are near. In my opinion, that’s too late. When I ...

When it comes to succession planning, I believe it’s never too early to start. In fact, nine times out of ten, people should have started sooner than they did because the earlier you prepare, the more ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...