The founder built the firm from the ground up, focusing on personalized client relationships and a hands-on approach to leadership. They are known for their…
Overcoming the Shame of Succession: Navigating Identity, Legacy, and Emotional Challenges in Leadership Transitions Leadership transitions, particularly in family-owned businesses or founder-led organizations, often bring…
How Values and Behaviors Assessments Ensure Smooth Transitions in Financial Advisor Firms Over the last three decades, I have worked with financial advisors on preventing…
These are the Financial Advisor Trends that I am speaking about, working on with our clients, and writing about in the coming months.
Ontario Agency seeks an exceptional and experienced Remote/Virtual Commercial Insurance Specialist to join our Team to serve the Province of Ontario. You are a unique…
My Role as an FCOO (Fractional Chief Operating Officer) is to listen to my clients, work with them to create a vision and plan, and…
Are you ready to partner with an FCOO (Fractional Chief Operating Officer) who will listen to you, work with you to create a plan, and…
Most fact-finders fail because the fact-finder, both process and advisor delivering the fact finder, are all about the facts and not about both the facts…