Ray’s framework empowers advisors to stop avoiding the conversation and take small, strategic steps toward a more confident and meaningful exit.

If you’re a financial advisor in or heading toward your 50s, you should be thinking about building a succession plan that will allow you to transition your practice to another advisor so you can enjoy ...

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 ...

Forbes contributors publish independent expert analyses and insights. I'm a global philanthropy advisor and author of Delusional Altruism. In philanthropy, just as in business, the strategic foresight ...

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 ...

Forbes contributors publish independent expert analyses and insights. Kara Dennison writes about careers, leadership, and the job market. For organizations to succeed in a competitive market, they ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

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 ...

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 ...