Afsar ShahJan 29Succession Planning in Proper PerspectiveThis 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 ShahDec 4, 2023The Biggest Misconception About Succession PlanningAnd 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 MaxwellFeb 19, 2021Client 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 MaxwellOct 1, 2020Video: Business Coaching for Financial AdvisorsBuild an extraordinary business and life with the help of a business coach.
Afsar ShahJul 25, 2020The Rising Importance of Transition PlanningA 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