Succession and legacy planning is a process that when it is done right adds certainty and relief for families, Lance Woodbury ...

Succession planning is often treated as a late-career exercise—something to revisit when retirement looms or a transition is already underway. But the most effective executives begin shaping a ...

Most talent strategies plan Boomer-to-Gen-X transitions. The actual handoff? Jones-to-Millennial. The generational map is wrong.

Forest Dutton knows firsthand what can happen when an advisory firm lacks a finalized succession plan. Processing Content Today he owns Brightworks Financial Planning in Lexington, South Carolina, but ...

When I launched my financial planning firm, WealthChoice, nearly nine years ago, I wanted to serve clients the way I knew they deserved, build flexibility into my life and create a business that ...

One mile from home, our world shattered. We survived the wreckage, but it made one thing clear: Stop pushing pause and ...

What is business succession planning, and why is this an important and essential component of forming any new entity or protecting an existing business interest? Business succession planning protects ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...