Succession Planning
Are You Mithunda?
I was speaking with a gentleman about Succession Planning, but it was apparent he was confusing this with sale planning or selling the business. The word Succession Planning is oft ....Read More
February 7, 2023 | 5 Minute Read
Succession Planning
Don’t underestimate the Power of a…
I left the headline incomplete as I wanted you to complete it. You know the answer. Are you still thinking? Hint: Remember Shahrukh Khan’s dialogue in the Movie Chennai Ex ....Read More
January 17, 2023 | 5 Minute Read
Succession Planning
Succession Planning is Not About This
Last week I met up with Rahul Nerurkar, a wise mutual fund distributor from Mumbai. We discussed everything under the sun as it related to his business and our industry. Rahul had ....Read More
November 8, 2022 | 5 Minute Read
Succession Planning
Succession Planning versus Continuity Planning
Most people confuse continuity planning with succession planning and vice-versa. Broadly, they both seem the same because succession planning does provide continuity planning. But ....Read More
October 18, 2022 | 5 Minute Read
Succession Planning
Who will win Wealth Management?
The recent Bain & Company Wealth Management Report projects a $90 trillion increase in assets from all investors globally by 2030. Bain also projects digital human hybrid firms win ....Read More
July 19, 2022 | 5 Minute Read