Succession Planning
This is How to Stop Procrastinating
I read some interesting thoughts on procrastination in an email from The New Happy. In today’s post, I have reproduced their visual and thoughts and then shared my own thoughts in the cont ....
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November 11, 2025 | 5 Minute Read
Succession Planning
“I’m Still Thinking”
I recently met Deepa, a thoughtful and well-regarded Mutual Fund Distributor. She has served her clients for over two decades. Built her practice with care. Grown through referrals.
And yet, ....
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May 27, 2025 | 6 Minute Read
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 common as ....
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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 taking over r ....
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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 triumphan ....
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February 11, 2025 | 5 Minute Read