Succession Planning
Are You Gambling Your Life’s Work?
Most financial professionals believe they have time—time to plan succession, time to figure out who will take over, and time to prepare for the unexpected. It’s one of the most ....Read More
April 1, 2025 | 5 Minute Read
Succession Planning
Insights to Remember When Selling Your Practice
Many financial professionals think they are ready to buy a practice. Few actually are. Buying a practice is not like buying a house. It’s not just a transaction. It’s about tak ....Read More
March 4, 2025 | 5 Minute Read
Succession Planning
This Is Not Succession Planning
Ajay, an MFD from Karnataka, proudly shared, “I think my succession planning is done. My daughter is joining the business.” A statement like this often sounds comforting, even ....Read More
February 11, 2025 | 5 Minute Read
Succession Planning
Equity Is Not a Gift
Ashok’s story is one I encounter often. He’s a dedicated financial professional who has built his business over decades of hard work and client care. Recently, he brought his y ....Read More
January 21, 2025 | 5 Minute Read
Succession Planning
A Wake-Up Call for Founders
Succession planning is one of the most critical decisions a founder will ever make. It’s not just about passing the baton; it’s about preserving, enhancing, and realizing the v ....Read More
January 14, 2025 | 5 Minute Read