 Allocate significant time to get to know your potential partner and each other’s practice. It’s a relationship that you are searching for, not a piece to a puzzle."Mary Ann Buchanan, Founder and CEO of RIA Match |
The Elements of a Successful Succession Plan
Mary Ann Buchanan | Advisor Perspectives, September 2013
Read the article online >
Summary: The article reviews the important questions for succession and growth. Ask the right the questions of yourself and your potential partner or new hire. The right questions are as important as finding the right answers. Understand that people are not puzzle pieces and acknowledge that it is a relationship you seek to build. This will impact your approach. Thank you to Advisor Perspectives and Beverly Flaxington for inviting me as a guest columnist.
Be the first to comment on this Article
