15 Questions to Help Smooth Your Succession Transition
With 43% of the U.S. advisor population pushing 55 years and older1 and 31% of advisors reportedly contemplating retirement in the next 10 years2, succession planning is on the minds of many. Maybe you are even one of them.
Related Articles
Business Development & Planning
Digital Technology: Friend or foe? Part 1
In short, chances are that your clients and prospects are online. But the question is: Are you? And more importantly, what does your online presence say about you?
Business Development & Planning
5 ways to make your workplace a better place
Organizational psychologist Adam Grant shares five ideas that he believes could go a long way toward improving the sometimes contentious relationship between labor and management.
Business Development & Planning
Don't break your team
A 10-part checklist for getting your service model execution right without crushing your team.