Succession Planning
Succession Planning Is More Than Just a Family Appointment
“When my son goes to meet clients, he gets a small amount to invest. Many times he gets a SIP (Systematic Investment Plan) of Rs. 5,000 per month or so. When I go, clients give m ....Read More
June 18, 2024 | 5 Minute Read
Succession Planning
Understanding Sale, Succession, and Continuity Planning
Uday, a mutual fund distributor and a long-time reader wrote - "Can you please write a post explaining sale planning, succession planning and continuity planning? I don't think I h ....Read More
June 11, 2024 | 5 Minute Read
Succession Planning
Building Beyond Revenue: Are You Ready to Transform? (Part 2)
I concluded last week’s post with a question – “What have you built?” Did you reflect on this question? If not, I urge you to do it now. It’s only when you understand wha ....Read More
June 4, 2024 | 5 Minute Read
Succession Planning
Understanding the Evolution: From Book of Business to Enterprise
Did you know the different types of firms that exist in our industry? I bet you do but it’s also easy to lose sight of some important distinctions. Understanding the different ....Read More
May 28, 2024 | 6 Minute Read
Succession Planning
How to Plan a Successful Succession in Your Firm
Succession planning in the context of a business, particularly a mutual fund distribution firm, involves much more than simply handing over the reins to a family member or an exist ....Read More
May 21, 2024 | 5 Minute Read