Financial advisors face twin business challenges that are difficult to accomplish at the same time: succession planning and generational retention of clients. On the one hand, the veteran advisor aims ...

Succession planning is the process of identifying and preparing, through mentoring training, education and development, appropriate candidates to replace, as required, key employees within an ...

In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

Without a clear succession plan, CEO exits can stall strategic initiatives, and this lack of preparedness is often felt throughout every layer of the organization, according to a Nov. 1 article from ...

When most people think about retirement planning, they’re focused on their personal retirement – but as a business owner, you’ll need to think about retiring from your business in addition to your own ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ensure business longevity and preparing for a smooth leadership transition are ...

One of the most important ways that people in any service profession make an impact is taking care of people. The exceptional practitioners put their clients first. Many service professionals, ...

Mark Swepston spent his professional life building an already strong company, Atlas Butler, into an even more vibrant, community-oriented organization that is a nationally recognized leader in ...