Succession is a pivotal moment in any organization’s life cycle, especially when it involves the transition of leadership. However, these transitions are often fraught with…
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…