Do you have a succession plan? If your answer is “no,” you’re certainly not alone. In fact, 93% of advisors don’t have a succession plan in place. It’s no wonder that Sheila Cuffari-Agasi, AIF® is so ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Business leaders and owners must navigate constant ...

Succession planning is often treated as a late-career exercise—something to revisit when retirement looms or a transition is already underway. But the most effective executives begin shaping a ...

Every advisor will exit their practice, either by design or by default. With the right plan, they can exit on their own terms, be fully compensated, and ensure clients are taken care of. Ray’s ...

When it comes to succession planning, I believe it’s never too early to start. In fact, nine times out of ten, people should have started sooner than they did because the earlier you prepare, the more ...

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ensure business longevity and preparing for a smooth leadership transition are ...

It’s no secret that the retirement plan advisory industry is aging fast. Assets are growing and client needs are becoming more complex, but the pipeline of new financial professionals is not keeping ...