Harvard Business School executive fellow Bill George joins Market Domination's Josh Lipton to discuss the reaction to ...

Family business owners are increasingly choosing to pass leadership directly to grandchildren rather than to their own children. It’s a shift that reflects changing demographics, longer leadership ...

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 ...

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 ...

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 ...

Many business owners wind up regretting how they exit from their ownership. That's why experts say financial advisors should ...

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

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 ...

Bron introduces MPC-based digital inheritance for crypto wallets, solving seed phrase succession issues for wealth managers ...

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 it comes to succession planning, I believe it’s never too early to start. In fact, nine times out of ten, people should have started sooner than they did because the earlier you prepare, the more ...