An inside job: Advisers are picking, grooming successors from within
Adam Shell | InvestmentNews, June 2019
Read the article online >Summary: Bert Herzog III doesn't have plans to step aside anytime soon from Executive Wealth Management, the Brighton, Mich.-based advisory firm he founded in 1981. But the 61-year-old already has a plan in place to ensure that his $900-million investment advisory firm that manages money for 3,000 households will continue for decades after he leaves.