How a $3+ billion firm implemented a successful internal succession plan

I recently wrote an article for Advisor Perspectives. Below is an excerpt.

As a former advisor and someone who spent three decades in the financial services industry, I naturally enjoy talking shop with other financial advisors. Nowadays, as a practice management consultant, I am less keen on the Sharpe ratio, sequence of returns, gifting strategy and the like, and more engrossed in the intricacies, joys and challenges of running an advisory firm.

Read more on Advisor Perspectives.