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Afsar Shah
Apr 12, 2024
Succession Planning: The #1 Question Advisors Ask Me
When it comes to Succession planning, one of the most frequently asked questions by financial advisors is, very simply: Where Do I Start?

Afsar Shah
Jan 29, 2024
Succession Planning in Proper Perspective
This advisor was seeking a form of perspective or mental model to help him better understand the concept of Succession Planning and how to d


Afsar Shah
Dec 19, 2023
The Keys To Unlocking Your Understanding of Succession Planning
This is what we mean when we use the term Master Plan.


Afsar Shah
Dec 4, 2023
The Biggest Misconception About Succession Planning
And when faced with the choice of planning their own exit or planning for the growth of their business, they choose the latter every time.

Kelly Maxwell
Feb 19, 2021
Client Achievements: Taking Time to Celebrate Wins
February is a busy month for financial advisors so rather than provide tips and resources, we are celebrating our clients' accomplishments.


Kelly Maxwell
Sep 30, 2020
Video: Business Coaching for Financial Advisors
Build an extraordinary business and life with the help of a business coach.


Afsar Shah
Jul 25, 2020
The Rising Importance of Transition Planning
A growing number of advisor's are starting to turn attention to their own situation and the longer-term impact of Covid-19 on their business
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