succession Archives - FP Advance

Displaying 4 Posts categorized under succession

Five Forces that Will Shape Financial Planning in 2019

2018: The Year of Looking to the Future Wow. What a year. If you’re like me you’ve been head down from September to now. The last three and a half months after the summer break have been a sprint to the end of the year. Here are five observations from …

Read More

The Secret to Succession Success

Succession questions Succession planning is one of the major issues within our profession. As the founding owners approach the latter stages of their careers, the thorny issue of ‘What next? looms large. I’m working with several firms who are addressing the succession issue directly. Some founders have even elected to …

Read More

Great Leaders Don’t Have All the Answers

Talkin’ ‘bout my generation A few weeks ago I attended the Insiders Forum conference in San Diego. One of my favourite sessions was a panel discussion with four second-generation CEOs. That is, successors who had taken over from the original founding advisers in their firms. As they talked about their …

Read More

Why You Should Stop Reading the News and 4 more must-reads for your business

Tips to help your business take off Times flies and we’re already a quarter of the way into the year. Luckily there is plenty of great advice out there to get your business flying too. To help you along here are a few must-reads we found and shared on FP Advance …

Read More