Succession Planning
The Succession Mirage
There is a story I want to share with you.
A story that repeats itself more often than we admit.
A story that looks like succession from the outside, but in reality, is only a change of hand ....
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December 16, 2025 | 7 Minute Read
Succession Planning
Luxury versus Responsibility
The plumber’s house leaks and the carpenter’s house creaks.
We smile when we hear this line, but it hides a truth that every financial professional needs to confront. We spend our lives ....
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December 12, 2025 | 2 Minute Read
Succession Planning
“I’m Still Thinking”
I recently met Deepa, a thoughtful and well-regarded Mutual Fund Distributor. She has served her clients for over two decades. Built her practice with care. Grown through referrals.
And yet, ....
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May 27, 2025 | 6 Minute Read
Succession Planning
Are You Gambling Your Life’s Work?
Most financial professionals believe they have time—time to plan succession, time to figure out who will take over, and time to prepare for the unexpected. It’s one of the most common as ....
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April 1, 2025 | 5 Minute Read
Succession Planning
Insights to Remember When Selling Your Practice
Many financial professionals think they are ready to buy a practice.
Few actually are.
Buying a practice is not like buying a house. It’s not just a transaction. It’s about taking over r ....
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March 4, 2025 | 5 Minute Read