Podcasts about Succession planning

Clarity and creativity can come from anyone and anywhere. People all around your world have messages ready to share that are intended to add value to your world. Whether you're sitting on how to start a second career, how to scale your business, or how to work through an obstacle at work....Mentors can be that sounding board to help cultivate creative solutions, and enable your growth.But what do you do when  a mentor, formal or informal, provides you with information that conflicts with someone else's advice, or doesn't align with what you feel is the best way to navigate forward? How do you know who's advice to reject, and who's guidance to take action on?Tune into this week's episode to learn: - Who your Numero Uno Mentor is- Who's advice should trump ALL other guidance- How to trust yourself more

Do you think there is someone out there, anywhere in the world, capable of taking the torch of your hand and running with it to the next generation? Are you mentally prepared for that? Is everything in your social enterprise ready for a smooth succession? Today, I'm excited to talk about my merger experience and share my top 5 tips for business continuity and planning a smooth succession. After a process that took months to be completed, years of planning, and decades of preparation, I share the details of how I manifested this merger, how I decided it was the best moment for it, and how I sorted out the obstacles that got in the way. At the core of every social enterprise is your social mission, and you must ask yourself: How long can you keep the pace that'll make your actions relevant for the cause you're fighting for? Tune in and listen to episode 41 of Avant-garde Entrepreneur. You will learn the secrets of a successful merger, why you must plan for it, and how to do it. You will also hear my recommendations about having an intermediary, trusting the process, manifesting your wildest dreams, and more.In This Episode, You Will Learn:What makes you unique in your business (3:00)A backstory of how this merger happened (6:10)Start now, mergers take time (12:20)Why having an intermediary can make the difference (19:00)Dream big. Let the divine do its job (23:20)Be transparent about your strengths and weaknesses (29:10)Be ready and learn to let go (35:30)Resources:Quiz! What's Your Social Entrepreneur Style?Avant-garde Entrepreneur Academy WaitlistAvant-garde Entrepreneur Podcast - Episode 28 - Getting Your Finances Right with John Geiwitz, Part 2Avant-garde Entrepreneur Podcast - Episode 38 - Meet Joseph Peer: A Social Entrepreneur's Journey into Health and Fitness, Part 2Avant-garde Entrepreneur Podcast - Episode 30 - Educating Future Difference Makers with Dr. Jim King, Part 1Let's Connect!WebsiteLinkedInFacebookInstagram Hosted on Acast. See acast.com/privacy for more information.

Without proper succession planning, execution of that planning, and following the directives set forth, even the most basic estate or business transition can become an adventure and attract scrutiny from the IRS. In this timely episode, we welcome Jon Whitacre, JD, CLU, ChFC, and director of Advanced Sales at Crump Life Insurance Services to explain why Connelly vs United States is so important to financial advisors, life insurance producers, and clients. He offers solutions to avoid what happened in this landmark case. 

Stacie Jacobsen, Deacon Turner, Ben Berger and Champ Rawls discuss the need for clarity of purpose in succession planning, and the steep risks of failing to clear a path for the next generation. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2023 AllianceBernstein L.P.

Between emotional factors, unspoken expectations, and ineffective communication, a family business can be exceptionally difficult to navigate. A lack of succession planning can destroy a family business and cost Farm Credit a client. In this episode of The Forward Thinking podcast, host Stephanie Barton, VP of Marketing and Communications at FCCS welcomes Wesley Tucker, Farm and Ranch Transition Specialist with the University of Missouri Extension for a conversation about the messy world of family business succession planning. They discuss challenges that are unique to family business, strategies for navigating family and business roles, and actionable tactics that result in successful succession planning.    Episode Insights Include:   Why is succession planning necessary in family businesses?  Too many people are afraid to broach farm succession and its necessary conversations.  A family business may be the most difficult type of business to run.  An overlap of family and business can cause areas of friction that must be addressed.  A separation between family and business relations is essential to effective succession planning.    Estate planning versus succession planning Estate planning is what happens with all of your stuff after you die.  Succession planning is the continuation of the business after you die.  Estate planning is an event while succession planning is a process.  Generally, succession planning should have started yesterday.  Consider the difference between a road map and a treasure map.    First steps in succession planning  Communication is the first step to getting started.  Consider the plans for the future, no matter how difficult it may seem.  Whatever you do, do something. Don't assume your kids are going to work it out on their own.  Employ a professional team that can advise you.  Family meetings and interviews can help you determine the future of the farm.  Explain the whys behind your decisions rather than leaving it as a surprise after the funeral.  Consider the potential future of family relationships as they will change after your death.    Strategies for effective family meetings  Consider three types of family meetings- farm operation, farm business, and family council meetings.  Business meetings need to happen regularly and before there is a crisis or major decision to be made.  Delegate topics for each member to be in charge of, including compensation, vacation, and scheduling.  Spend more time working on the business and less time working in the business.  Don't expect family council meetings to be fun, but know they will be effective.  These meetings will help to protect family relationships long-term.    Navigating fair and equal heir scenarios Farm succession is different than other businesses. Cash flow and wealth accumulation both impact succession planning.  Fair market value buyouts are not going to happen the day after the funeral.  Estate planning and succession planning have to work together.    Timelines for effective transitions Five phases outline the stages of bringing family members into family farm ownership.  In phases 1 and 2, ownership of the family farm needs to be earned or bought.  Management is available to family members in phases 3 and 4.  Phase 5 transfers the majority of ownership to the next generation.   Transitioning roles for the older generation does not mean total withdrawal from the business.  Generational and gender roles play into successful transitions.    This podcast is powered by FCCS.   Resources   Learn more about the FCCS Ag Lending Conference- https://www.fccsconsulting.com/conferences/forum   Connect with Wesley Tucker - Wesley Tucker   Get in touch   info@fccsconsulting.com  

Are you considering selling your insurance agency to family? Its a great family legacy to pass on a family business. While there is great pride and upside it is important both parties go into the business arrange with an open mind and heart. Insurance agencies are meant to enhance the family dynamic but with out the right expectations they can tear a family to pieces. There are many second, third and fourth generation insurance agencies. In fact many of them have leadership teams comprised of all family. Families often have similar values and work ethic, however they also know how to push each other's buttons. In addition, its common that families know our strengths well and weaknesses even better. As you sell to family you need to identify roles, metrics and a very clear vision and plan for success. After all a lot is riding on this business. Family run agencies that fail to plan for a successful sale of the agency often run into roadblocks and challenges that could be easily overcome with the right plan and expectations. Selling your insurance agency to family should be planned, coached and mapped out several years in advance of the transition. Check out the APP Resources on Best Practices of Leaving Your Insurance Agency To Your Family: Check out our blog on Best Practices of Leaving Your Insurance Agency To Your Family: https://bit.ly/perpetuatetofamily Get our FREE Sample Family Contract (avoid those family arguments): https://bit.ly/424Qr5W Get our Agency School @ 10% off with code: BACKTOSCHOOL https://bit.ly/3NGJ7dg Book A Meeting: https://bit.ly/3I8H0v8 Are you looking for insurance training to grow your insurance agency? https://www.agencyperformancepartners.com/work-with-us/ #SuccessionPlanning #LegacyBuilding #InsuranceAgency #FamilyBusiness #Honesty #LeadershipSkills #GrowYourAgency #RetainBookOfBusiness #PerformanceCoach #AgencyPerformancePartners #TransitionYourInsuranceAgency #DiscoveryMission #Next

Family can be complicated and business is hard! For many family run agencies we struggle to plan and hold each other accountable (remember your mom asking you to clean your room?). When working with family you need to treat each other as business partners at the office and family at home. If you were only business partners (and not family) would you allow yourselves to operate with out a plan? Probably not family should hold each other to higher standards and run efficiently and effectively with a road map that is clear and kind to everyone. One of the biggest insurance agency family business planning processes that must happen is the plan to perpetuate. The next generation is looking for clarity on how the transition will happen and the current family leadership is questioning if the next generation can handle it. Also, the current leadership may love what they do and are unsure about their next steps. This leads the currently leadership to stay in their roles and keep things status quo. Having insurance agency family business planning meetings are critical for success. You may need to have some difficult conversations, difficult conversations lead to clarity and break throughs. Without them passive aggressive behavior can poke through. Check out the APP Resources on Best Practices of Leaving Your Insurance Agency To Your Family: Check out our blog on Best Practice of Leaving Your Insurance Agency To Your Family: https://bit.ly/perpetuatetofamily Get our FREE Sample Family Contract (avoid those family arguments): https://bit.ly/424Qr5W Get our Agency School @ 10% off with code: BACKTOSCHOOL https://bit.ly/3NGJ7dg Book A Meeting: https://bit.ly/3I8H0v8 Are you looking for insurance training to grow your insurance agency? https://www.agencyperformancepartners.com/work-with-us/ #SuccessionPlanning #LegacyBuilding #InsuranceAgency #FamilyBusiness #Honesty #LeadershipSkills #GrowYourAgency #RetainBookOfBusiness #PerformanceCoach #AgencyPerformancePartners #TransitionYourInsuranceAgency #DiscoveryMission #Next

In this episode of On Record PR, Jennifer Simpson Carr goes on record with Patrick Cusick, Director of Law Firm Services at Armanino LLP, to discuss important considerations for law firms when creating a sustainable succession plan that serves the needs of stakeholders. Learn More With more than 15 years of experience working in finance and administration within law firms, Patrick now enjoys working exclusively with law firms, offering outsourced accounting and financial solutions, and consulting on a variety of strategic initiatives including succession planning.

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Sam Brownell (https://stratuswealthadvisors.com/), has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based financial planning and investment management to individuals, families, and independent business owners. As the firm grew, an increasing number of independent business owners sought Sam's advice on their short and long-term planning needs, including valuation, tax strategy, business continuity planning, and succession planning. In this episode, Brian and Sam discuss: 1. Financial Advising in a Niche 2. How Financial Planning fits into Success Planning 3. Finding Your Financial Niche 4. Creating a Successful Financial Advising Company LinkedIn: https://www.linkedin.com/in/sambrownell/ Website: https://stratuswealthadvisors.com/ Interview: https://www.impactcommunications.org/best-practices-blog/swift-chat-with-sam-brownell-and-jonny-swift-top-tips-for-independent-business-owners To see short videos of all our best FA Business Growing tips follow us on: Instagram: ⁠https://www.instagram.com/FinancialAdvisorsWorkshop⁠ TikTok: ⁠https://www.tiktok.com/@faworkshop⁠ YouTube: ⁠https://www.youtube.com/@financialadvisorsworkshop⁠ Facebook: ⁠https://www.facebook.com/FinancialAdvisorsWorkshop⁠ Twitter: ⁠https://twitter.com/FAsWorkshop⁠ iTunes: ⁠https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408⁠ Spotify: ⁠https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE⁠ Website: ⁠https://www.financialadvisorsworkshop.com/⁠ Work with FourStar: ⁠https://financialadvisorsworkshop.com/Advisors⁠ DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

In this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert interview Laura Leopard, founder and CEO of Leopard Solutions, about succession planning challenges facing law firms. Leopard explains that many firms have partners nearing retirement age but no concrete plans for transitioning clients and leadership. This lack of succession planning threatens law firms' futures. Laura mentions that to make matters worse, the path to equity partnership is getting longer, making it harder to retain promising senior associates and counsel. Firms have added non-equity partner roles, keeping equity partner numbers small to inflate profits per partner. Leadership lacks incentives to retire, with no retirement plans or continued compensation. All this will hamper recruiting efforts, as younger generations prioritize work-life balance. She recommends that in order to retain mid-career attorneys, firms must rethink policies on remote work, billable hours, and flexibility. Virtual firms with better lifestyle offerings are growing competitors. But firms seem unwilling to change. Leopard argues everything should be on the table for analysis by outside consultants. Phased retirements and succession mentoring could also help transition clients and power. Though Laura Leopard (and even Bruce MacEwan) cannot point to examples of firms that have executed succession planning well, it is possible with courageous leadership. She advises setting retirement age limits, crafting written plans, and easing older partners' exits. A too-big-to-fail mentality persists despite serious business vulnerabilities if talent is not retained and recruited. Looking ahead, Leopard predicts the rise of virtual firms will shake up the legal industry as they encroach on Big Law territory with alternative fee arrangements. The pandemic accelerated dissatisfaction with law firm partnership and policies. As generational divides grow, flexible virtual firms will keep gaining ground over more rigid large firms. This engaging discussion unpacks the complex dynamics around law firm succession planning and existential threats posed by lack of preparation. As partners cling to power, can bold leaders emerge to implement creative solutions and secure these institutions' longevity? Tune in for an insightful examination of forces reshaping the legal landscape. Links: Leopard Solutions' LinkedIn Leopard Solutions' YouTube Laura's LinkedIn Listen on mobile platforms:  ⁠Apple Podcasts⁠ |  ⁠Spotify⁠ Contact Us: Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠Threads: @glambertpod or @gebauerm66Voicemail: 713-487-7821 Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠ ⁠⁠⁠Transcript

Perspectives on Leadership: Succession Planning Chief Shaw talks with Chief David Rhodes about Succession Planning in the Fire Service Sponsored by Magnegrip    

For some working with family is a a great experience. For others, its a battle every day. In every business relationship there are always struggles, fights and disagreements. When you add in family there is another layer of expectations and feuds. So how can you make a family run insurance agency work? It takes a plan and strategy as well as discipline and intention. Family owned insurance agencies are often legacy businesses, with the family name on the door and a promise of excellence. Succession planning and leadership transition must be carefully planned for, and roles and responsibilities need to be clearly defined. It is also important to balance the family dynamics with professional responsibility and keep drama at home. Technology must be embraced, but not overused, and compliance and finances must be managed to ensure the agency's success. External expertise should be sought when needed, and clear guidelines should be established to ensure everyone understands where the money is going. Bottom line if you work with family you have family run insurance agency challenges. And we can help you tackle them! Check out the APP Resources on Top 5 Family Run Insurance Agency Challenges: Check out our blog on Top 5 Family Run Insurance Agency Challenges: https://bit.ly/44gv6Z5 Get our FREE Sample Family Contract (avoid those family arguments): https://bit.ly/424Qr5W Get our Agency School @ 10% off with code: BACKTOSCHOOL https://bit.ly/3NGJ7dg Book A Meeting: https://bit.ly/3I8H0v8 Are you looking for insurance training to grow your insurance agency? https://www.agencyperformancepartners.com/work-with-us/ #FamilyBusiness #SuccessionPlanning #LeadershipTransition #StrategicPlanning #Training #DramaAtHome #FamilyOwnedInsuranceAgencies #LegacyAgency #FamilyAgentFee #Compassion #PersonalizedService #FiveMajorChallenges #TechnologicalAd

Ever wondered how to build wealth and ensure it lasts generations? Well, today's guest, roundtable leader at the Cleaning Prophets and financial advisor Ulises Ruelas, is here to break down the process for us. Ulises, a Chicago native, shares his compelling journey from growing up in a single-mother household to becoming a specialist in wealth management and succession planning. He draws from his personal experiences to highlight the importance of financial independence and the role it plays in providing stability and security, especially in communities that traditionally misinterpret money and investments.We tackle some tough myths and misconceptions in financial planning, with Ulises shedding light on the significant differences between a person who is one step away from being broke, versus those who are more secure yet overly conservative with their investments. He also shares his insights about the Mexican community's often distorted beliefs when it comes to money and investing. Towards the end, our conversation pivots to a topic every entrepreneur will find invaluable: financial planning for business owners. Ulises shares how balancing risk-taking with preparation for unforeseen circumstances is key to maintaining a successful business. We explore the process of selling a business to a private equity firm and discuss the importance of setting up a robust financial infrastructure that can withstand the shocks of business growth!In this Profitable Cleaner Podcast, you will learn:The journey to financial independence, the challenges encountered, and the significance of financial stability.Common misconceptions about financial planning within the Mexican community and the steps to securing and growing wealth.The importance of building generational wealth and how to establish an infrastructure for protecting your money and ensuring its succession.Insights into the process of selling a business to a private equity firm, planning for success, and the role of a supportive community in fostering success.We highly recommend you connect with Ulises Ruelas:  Connect with Ulises Ruelas on LinkedIn HereFollow Ulises Ruelas on Instagram HereAre you looking to accelerate your professional network and cleaning business? Register for our second event: The Cleaning Prophet$ 2.0 - The Statement. If you're looking for true transformation, both personally and professionally, and you're ready to make a STATEMENT about who you are and could become, this is the event for you.  Register here for The Cleaning Prophets 2.0 - The StatementIf you're in commercial cleaning and want to increase your sales, become part of our community today and get the best cleaning sales content and data in the industry. Join Our Private Profitable Cleaner FB GroupFind the appropriate tools, services, and resources for your Facility Maintenance Company by exploring our sponsor companies.Usource.com Dayporter.com Cleaningprophets.comAlexmelgar.comIf you enjoyed this podcast, you can help us out immensely by sharing it with a colleague and giving us a rating. We appreciate you!

Have you thought about how you're going to approach the later years of your career? It's an area so many of us don't have a roadmap for. Successful succession planning means defining the legacy you want to leave, firming up your business and brand to operate independently, putting your talent in a position to grow and prosper, and planning your exit strategy. We're of course NOT financial advisors, so we welcomed on Nick Bour. He's the Founder and CEO of Inspire Wealth, a financial company providing wealth building and retirement planning services to residents of Michigan, Ohio, and Massachusetts. Do you want to stand out in your industry and get more sales? Show you're different to attract and retain top talent? Build a brand that drives real business results? Grab your Brand Strategy Workbook at: https://forthright-people.com/brand-strategy And as always, if you need help in building your Marketing Smarts, don't hesitate to reach out to us at: ForthRight-People.com. FACEBOOK https://www.facebook.com/forthrightpeople.marketingagency INSTAGRAM https://www.instagram.com/forthrightpeople/ LINKEDIN https://www.linkedin.com/company/forthright-people/ WORKSHEETS https://www.forthright-people.com/resources VIRTUAL CONSULTANCY https://www.forthright-people.com/shop

Scott Sneer is the President of PestLock, which provides environmentally friendly pest control services to the Pacific Northwest. In 1999, Scott found his niche in the pest control industry and joined the Alpha Ecological Pest Control team. He quickly climbed the ranks, helped the company double in size, and eventually became the CEO. When Alpha Ecological sold to Rentokil in 2015, Scott became the Residential Marketing Director. After two years, he went on to become the Chief Sales and Marketing Officer at GRO Outdoor Living. However, Scott's passion for pest control drew him back into the industry, and he started PestLock in 2018.  In this episode… There are a variety of challenges that come with running a company. From growing beyond your small company status to maintaining peace in a family-owned business, many things can weigh you down. Scott Sneer is here to share his insights and help you solve your most difficult business challenges. After working in the pest control industry for over two decades, Scott has been through it all — career shifts, owner disagreements, hiring challenges, and outgrowing an old business model. His best advice for solving major challenges? Play to your strengths, supplement your weaknesses, communicate often, and be genuine. In this episode of the Multiply You Podcast, Austin Clark sits down with Scott Sneer, President of PestLock, to talk about solving challenges and growing a home services business. Scott shares stories from his early days of working in the field, key sales rules to follow, and his advice for running a family business. Stay tuned!

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Marty Paradise from Paradise Business Coaching, to discuss smart ways to grow and scale a small business without increasing the burden on the business owner.  Our discussion underscores the value of seeking quality financial guidance and argues the case for small businesses to prioritize leadership and management, just as substantial corporations do.We talk about the pivotal role of having a crystal-clear vision and mission for your business and the necessity to systemize operations to alleviate the owner's strain. Marty accentuates the importance of recruiting excellent team members who can help elevate these systems and highlights the owner's role in comprehending the business's financial systems. We also talk about why it is important to develop repeatable procedures and the integral role of leadership in these growth processes.Podcast Episodes Referenced:- Ep 138: Making Your Business Less Dependent on You with Marty Paradise- Ep 122: Succession Planning for Small Business Owners with Gary Bottoms, CLU®, ChFC®Youtube Videos Referenced:- Tips for Growing Your Small Business- How to Reduce Taxable Income as a Business OwnerOther Links:- Paradise Business CoachingDownload Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"Click here to schedule a consultation with one of our financial advisors.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Prepare for a lively discussion between our host James Mackey and Colleen Ferrell, the Chief People Officer for North America at BCW Global, about the importance of investing in the right systems, harnessing the power of data and analytics, and crafting a robust succession plan. Their conversation takes an intriguing turn as they dive into the world of talent assessment and succession planning. Colleen shares her insights on performance reviews, the nine-box tool, and talent mapping. She gives us a fresh perspective on how to remove bias from the performance review process, fostering a people-first culture.James and Colleen talk about attracting and retaining exceptional people, demonstrating ROI, and budgeting for a people-first culture. Finally, we take a sneak peek at the thrilling partnerships on the horizon with leading companies. All of these and more in this episode that's sure to jumpstart your journey in building and engaging top-notch teams. Don't miss it!    0:31 Colleen Ferrell's background   1:33 High-level thought leadership on best practices for building and engaging great teams13:27 Talent assessment and succession planning25:44 Employee Satisfaction and ROI in HR30:33 Budgeting and proving value to employee Thank you to our sponsor, SecureVision, for making this show possible! Our host James Mackey Follow us:https://www.linkedin.com/company/82436841/#1 Rated Embedded Recruitment Firm on G2!https://www.g2.com/products/securevision/reviewsThanks for listening!

No matter the reason an executive director or CEO leaves a nonprofit, planning for future leadership is not something many organizations do very well.  The best thing we can do for our missions, is to plan ahead and be prepared for the future. In this episode, two guests to chat with me about how Midland Childrens' Rehabilitation Center (or MCRC) faced succession planning. Our host MSS Executive Director Autumn Vest is joined by Brooke Mueller who retired in 2020 as executive director of MCRC after 19 years in the role, and Kristal Kidd, the current executive Director of MCRC.  In this episode:   Midland Children's Rehabilitation Center, https://www.midlandchildrens.org/  Association of Fundraising Professionals of the Permian Basin, https://community.afpglobal.org/afptxpermianbasinchapter/home   MSS is proud to be a partner with Pioneer Natural Resources. With Pioneer's partnership, we are working to create impact in our nonprofit community with programs like State of the Nonprofits, IT Services and more.    "State of the Nonprofits" is a program of MSS produced in partnership with the Recording Library of West Texas.  

Tune in every other Monday for a new episode of #MantleMondays with host: Bishop Travell Travis, Esq. as he interviews entrepreneurs, pastors, authors, and leaders sharing their career, entrepreneurial, and ministerial journeys. Learn more: www.travelltravis.com Purchase books authored by Bishop Travis: "Don't Eat the Baby: The Characteristics of Cannibalistic Church" and "Where Will the Mantle Fall: A Biblical and Legal Guide to Succession Planning" #mantles #leadership #succession #entrepreneurship #pastors #mantles #cannibalisticchurch #wherewillthemantlefall

Turnover is an obstacle every business experiences, and it's no exception at the top. A sound succession plan can determine whether your business lives on or dies with your departure. Mark Cole, who recently became owner of The John Maxwell Company after a 13-year run as its CEO, shares his takeaways from taking over an enterprise of seven multimillion-dollar organizations — and following one of the world's most iconic gurus in that role.

PBA Law Practice Management Coordinator Ellen Freedman discusses the issues, concerns and recommendations involved with establishing a surrogacy plan that protects your clients (and you), and how to approach the day you close out your career. Freedman assists PBA members with management issues and decisions on the business side of their practice, including technology, financial management and profitability, human resources, marketing, risk management, setting up a practice and more. PBA members can contact her at lawpractice@pabar.org or 800-932-0311, ext. 2228. *audio editing, voice over & music by ⁠⁠⁠Nick DeMatteo

Succession planning can feel like a luxury in health care, but its importance cannot be overstated. As hospitals continue to face workforce challenges, it is more critical than ever that they invest time and resources into developing and growing the next generation of leaders. Brian Juncker, managing partner of Strategic Talent Solutions, and Frank Venuto, Chief Human Capital Officer at Nebraska Medicine, join this discussion around succession planning and how to prep for future.

You may not realize just how critical succession planning is to the success of your business until your leadership encounters generational clashes. Take steps to prepare for these changes today with Solutions 21's (866-765-2121) succession planning services. Learn more at https://solutions21.com/ Solutions 21 152 Wabash St, Pittsburgh, PA 15220, United States Website https://solutions21.com/ Phone +1-866-765-2121 Email hello@solutions21.com

Welcome to another enlightening episode. Today, we are joined by Taylor Maurer, founder of Heavy Civil Resource Consultants (HCRC). With a deep-seated passion for the construction industry, Taylor brings more than 18 years of recruiting experience in the heavy civil construction and engineering sector. In this episode, Taylor shares insights into the unique challenges and best practices of recruiting in the construction industry. He dives into the three pillars of successful recruitment - having a candidate pool, creating engaging marketing materials, and ensuring consistent high-volume communication. Taylor also touches on the importance of cultivating an attractive company culture and fostering a positive candidate experience.   As an avid long-distance backpacker, Taylor reveals his experiences hiking the Appalachian Trail, the Pacific Crest Trail, and the Continental Divide Trail. His affinity for adventure goes beyond his professional life, revealing parallels between hiking and navigating the recruitment landscape. In addition to recruitment, Taylor's firm HCRC is developing various programs to offer extensive services, including onboarding and retention consulting, employee satisfaction assessments, succession consulting, company acquisition, and sales consulting.   Find more about Taylor Maurer and his company at: HCRC: www.hcrc.us LinkedIn: Taylor Maurer - https://www.linkedin.com/in/taylormaurer/ LinkedIn: HCRC Inc - https://www.linkedin.com/company/hcrc-inc   Get in Touch with Eric: Interested in executive coaching? Eric offers invaluable insights and practical advice that can guide your leadership journey in the construction industry. Schedule a quick 10-minute conversation with him through the following link: www.10minuteswitheric.youcanbook.me For more hands-on, practical, and effective leadership advice, be sure to get a copy of Eric's book "Construction Genius: Effective, Hands-On, Practical, Simple, No-BS Leadership, Strategy, Sales, and Marketing Advice for Construction Companies." Available on Amazon. The book provides a wealth of knowledge that every construction professional can benefit from. Don't miss out on the opportunity to elevate your leadership, strategy, sales, and marketing game in the construction sector.

Key Takeaways:The basic tenants of succession planning require continuous focus and consensus and can provide an outline for preparation and vigilance. These include:Agreement on short- and long-term company goalsNeeded skills for the position - Keeping the job description of the upcoming vacancy current Keep a pipeline of candidates that span an array of various disciplines and experiences Boards should build in process and policy around board refreshment.Board composition should be built for purpose - Consider directors with multiple skills and experiences so there is overlap existing in the boardroom.Succession doesn't end with appointment – it further requires a robust onboarding system for the new director. Expanding the board to accommodate new board members before the departure of a retiring director can efficiently provide transfer of institutional knowledge and avoid “reinventing the wheel.”A board member with shareholder engagement skills and investor understanding that can help management articulate their story is the best defense against activists. Resources:  “What ‘Succession' Gets Right (and Wrong) About Business Continuity Planning [Spoilers]Think Like an Activist

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO at Boomer Consulting talks to Lisa Foley about Succession Planning. Learn more about why every firm should have a vision and strategy, how to keep the firm accountable, and how to document strategic planning. Jim on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Lisa Foley/Baldwin CPAs on Social Media: LinkedIn: @lisa-devaughn-foley-7884572a Baldwin CPAs Facebook: @baldwincpas Baldwin CPAs Twitter: @@baldwincpas Baldwin CPAs LinkedIn: @baldwin-cpas-pllc Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com

Describe the keys to success for succession planning with the pharmacy enterprise to solidify a strong leadership team. Share internal and external tools available to engage emerging leaders to promote professional growth. Share success stories of individuals that have received the benefit of deliberate succession planning.    The information presented during the podcast reflects solely the opinions of the presenter. The information and materials are not, and are not intended as, a comprehensive source of drug information on this topic. The contents of the podcast have not been reviewed by ASHP, and should neither be interpreted as the official policies of ASHP, nor an endorsement of any product(s), nor should they be considered as a substitute for the professional judgment of the pharmacist or physician.

Tune in every other Monday for a new episode of #MantleMondays with host: Bishop Travell Travis, Esq. as he interviews entrepreneurs, pastors, authors, and leaders sharing their career, entrepreneurial, and ministerial journeys. Learn more: www.travelltravis.com Purchase books authored by Bishop Travis: "Don't Eat the Baby: The Characteristics of Cannibalistic Church" and "Where Will the Mantle Fall: A Biblical and Legal Guide to Succession Planning" #mantles #leadership #succession #entrepreneurship #pastors #mantles #cannibalisticchurch #wherewillthemantlefall Reddgo Bernard Long, Jr. was born on January 1, 1993 in Silver Spring, MD, to Bishop Reddgo Long, Sr. and First Lady Clara Long. At the age of five, he was baptized in Jesus' name at Greater Morning Star Pentecostal Church in Washington, DC and at the age of 8 years old, he received the gift of the Holy Ghost. He soon acknowledged his call to ministry as he began to preach on the streets at a very early age. God has equipped him to minister with a unique anointing while delivering thought-provoking, timely messages that are impactful, life changing and empowering. Elder Long is an emerging youthful voice in this generation that God is illuminating to speak truth to power. His anointed teaching, powerful preaching, and sincere humility has allowed him to minister the Word of God nationally and internationally. Elder Reddgo Long, Jr. serves as Pastoral Assistant of Greater Morning Star Apostolic Church in Wilmington, North Carolina where the Pastor is his father, Bishop Reddgo Long, Sr. He also serves as the International Youth President over the Apostolic Faith Fellowship International Youth Auxiliary under the leadership of his spiritual grandfather, Presiding Bishop Charles E. Johnson. In June of 2017, Elder Long successfully founded The A.C.T.S. Movement Inc., a 501(c)(3) organization dedicated to providing relief to families in need while encouraging community cohesiveness and building partnerships with businesses, churches, and non-governmental agencies. He holds a Bachelor of Arts in Recreation, Sports Leadership & Tourism Management from the University of North Carolina Wilmington and a Master of Education in Higher Education - Educational Leadership from Liberty University. He aims to motivate a generation of believers to get up, grow up, and go up. He allows his life to reflect the message that he preaches as he strives to win souls for Christ. Elder Long's desire is to serve God as an agent of change in the earth and has made it his personal mission to depopulate hell, one soul at a time!

In this episode of Legacy Leaders Show, we discuss with "the da Vinci of Visionary Leadership", Author and #1 Global Leading Coach, Oleg Konovalov, why Succession planning is The Catalyst for the Success of Visionary Leadership & Lasting Legacy. This episode contains golden nuggets that can shift Leadership and Organizations' dysfunctional patterned paradigms by applying tailor-made solutions. Champions, Buckle Up!

A Deloitte study found that 86% of companies fail at succession planning. Tune in to this week's episode to hear everything NOT to do in succession planning. Inheriting my father's company without a plan I have a lot of experience in all the things you can do wrong. Hear this episode to get the behind the scenes. This week's episode is my interview from The Disruptive Successor Podcast by Jonathan Goldhill of The Goldhill Group. ------------------------- Want to STOP overworking and START generating more revenue with less stress? If the answer is yes, then apply for a complimentary strategy session with one of our growth specialists to find where you're leaving money on the table today. Visit https://howtodoublesales.com/chi-optin Connect with us: https://www.Instagram.com/UltimateSalesMachine https://www.Facebook.com/UltimateSalesMachine https://www.Twitter.com/ChetHolmes https://www.Linkedin.com/company/chetholmesint

EPISODE SUMMARY: When you hear succession planning, what comes to mind? Many people will think of a written document that outlines procedures for when there is a transition in leadership. Having a plan for change and transition is critical to the CAC's stability and continuity of services for children and families. In this episode, Tony speaks with Southern Regional Children's Advocacy Center Director Emily Chittenden-Laird who has a broader perspective on succession planning. She shares with us the importance of organizational planning and real-life experiences. GUEST: Emily Chittenden-Laird is the Director of Southern Regional Children's Advocacy Center (SRCAC). Emily is an experienced strategist and leader. Driven by a deep belief in the people and mission of the CAC movement, she takes pride in establishing vision and programming that ensures the success of Chapters and CACs. After more than a decade of service at the CAC and State Chapter level, followed by a few years as a consultant and Chief Operating Officer at 84 Agency, she returned to the CAC field as the Chapter Specialist at SRCAC, then became Director in 2022. Fueled by a desire to develop leaders and cast an inspiring vision for growth, Emily leads the SRCAC team by providing oversight and direction to ensure transformational change within the CAC movement. Emily's leadership extends to her own community where she can be found singing in the choir, attending community meetings, and exploring the outdoors with her husband and two sons. RECOMMENDED RESOURCES: Northeast Regional Children's Advocacy Center: https://www.nrcac.org Southern Regional Children's Advocacy Center: https://www.srcac.org SRCAC Facebook: https://www.facebook.com/SouthernRegionalChildrensAdvocacyCenter/ SRCAC LinkedIn: https://www.linkedin.com/company/southern-regional-children-s-advocacy-center/ Regional Children's Advocacy Centers: https://www.regionalcacs.org   Have an idea for a future Team Talk guest or topic? We want to hear from you! Email your suggestions to Tony DeVincenzo at tony@nrcac.org. Disclaimer: This project was sponsored by NRCAC from Grant Award Number 15PJDP-22-GK-03061-JJVO awarded by the Office of Juvenile Justice and Delinquency Prevention, Department of Justice. The opinions, findings, and conclusions or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the views of the Department of Justice, OJJDP or NRCAC.

If you've had the opportunity to listen to our prior two episodes on the Succession Planning Process, which we highly encourage you, we would argue it's safe to assume that we are all on the same page - putting thoughtful time and planning into an organization's succession plan is essential. Our Succession Process is a 3 Stage, 9 Step Program that was intentionally designed to help create a methodical plan for business owners who might be looking to transition their role in the business over the next 5-7 years. In the prior episodes, we gave a process overview and focus on  Stage 1: Exploration and Foundation and  Stage 2: The Next Chapter and Transition.Today we wrap with a framework overview of Stage 3: The Development and Communication leg of the process. This is facilitating the transfer of skills, best practices and as well as governance planning and communication timelines. We are aiming for an effective flow of information at targeted times to keep the organization, and its stakeholders, aligned with the progressive steps of the SPP.As always, If you would like to learn more about our Succession Planning Process and the program specifics, you can visit our website or contact me directly via email, Molly@nolancg.com

The American Dream is alive. However, 52% of successful entrepreneurs expressed that they don't want their children inheriting their business. Gene Marks says running a business is hard and he shares insights on why the next generation should chase their own dreams. He also discusses what employers might have to offer to get people to return to the office and highlights why a new mandate for clean air has pizza shop owners in New York City all fired up. Listen to the podcast. DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

Guest: Kokkie Kooyman | Executive Director & Portfolio Manager at Denker Capital| See omnystudio.com/listener for privacy information.

Do you have a written step by step plan for what to do when you decide to transfer or sell your business? Do you know the best way to structure the transaction legally? How to minimize tax liabilities? To do the best by your family and employees? That's where The Center for Financial, Legal & Tax Planning comes in. Roman Basi is an attorney, CPA, real estate broker, and title insurance agent at the family firm. The Center handles mergers and acquisitions of privately held companies, as well as succession, strategic, and tax planning for companies across the U.S. “One of the best things that you could do as a business owner,” Roman says, “is educate yourself on the process.” And it's never too early to start! From valuation, to tax analysis, to real estate, the potential pitfalls to a solid succession plan are plenty. Join Jason and Roman as they explore how to avoid them. “Preparation, knowledge and understanding – it's going to save you so many headaches when you do come down to that final point, when you're ready to transfer your business.” CONNECT WITH JASON LinkedIn CONNECT WITH ROMAN LinkedIn *** For full show notes and services visit: https://www.distributionteam.com Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth and achieve personal goals.    This episode was edited & mixed by The Creative Impostor Studios.  Special thanks to our sponsor for this episode: Profit2, helping distributors charge the right price.  

LifeBlood: We talked about business succession planning, why so many businesses fail to sell their enterprises, the role of emotion and “why” in the process, and when and how to get started, with Lou Colella, CPA, PFS, CFP, CEPA and Managing Partner of JFS Wealth Advisors.      Listen to learn why a successful business transition comes down to execution! You can learn more about Lou at JFSWA.com, Facebook, Twitter and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood

Inside the World of Succession PlanningAbout Warren RutherfordWarren Rutherford is the Owner of Rutherford Advisors, Inc. DBA The Executive Suite, located in Hyannis, MA USA since 2004.  He provides succession-based executive search and C-level search services to closely held and family owned businesses. A graduate of UMass Amherst with a degree in Political Science and Northeastern University with a masters degree in Public Administration, Warren has certifications as a One Page Business Plan consultant, an Innermetrix consultant, and is a master coach. He has developed a talent assessment system for use in his executive search services to create a "person-future fit" for each executive search assignment.  Personal - he is married to Carol, 2 grown children, Kevin and Keri, and a growing golden retriever, Layla.Warren RutherfordSuccession-Based Executive Search Expert(508) 778-7700wjr@theexecutivesuite.com 00:00 Inside the World of Succession Planning01:13 How did Warren become a Succession-Based Executive Search Expert?03:30 What exactly is a Succession-Based Executive Search?05:28 What percentage of Warren's deals does that CEO get when purchasing a company?06:46 How does Warren assist his clients in realizing their business goals?09:43 What size firm would be ideal for Warren's business?11:31 How does Warren make certain that he is hiring the right person for the CEO position? 13:25 What is Warren's approach to winning clients' trust in finding the right professionals for the position?15:48 What is Warren's opinion on what people should and should not post online?21:53 How does Warren handle sensitive topics during the interview?24:00 What is Warren's recommendation to an applicant with a poor credit history?26:58 How does Warren manage to work in multiple states?28:21 How can clients find Warren Rutherford?29:56 What aspect of Warren's appeal most surprised him?30:59 What industries aren't a good fit for Warren's business?

In this episode, Andrew chats with RJ Caswell, a leadership coach and organizational consultant from Charlotte, NC. Andrew and RJ discuss the importance of succession planning, leadership development, and collaboration. Together, Andrew and RJ also ponder the unique challenges of small nonprofits, specifically the fact that everyone on the nonprofit staff is a fundraiser, whether they have the title or not!

Are you missing out on the key to unlocking your team's full potential?When you prioritise your team's development by identifying their strengths and weaknesses, and providing targeted training and growth opportunities, you empower them to reach their full potential. This creates an environment where every team member can thrive.I know first hand that finding time for team development in the fast-paced corporate world may seem challenging. But I promise you that prioritising your team's development is crucial!Here's 4 reasons why.Here's the episode at a glance:[03:16] The BEST Way To Retain Your Team, EVEN the flight risks [07:17] How To Avoid the Biggest Mistake Leaders Make in Succession Planning[10:20] How to Unlock Your Team's Enhanced Innovation and Creativity[11:03] The #1 Strategy to Influence Employees' Decision to Stay Loyal For YearsQuick Links:Book Lucy for a corporate talk Apply to work with LucyJoin the Powerhouse Elite Mastermind Download Your Free Work Life Balance GuideFollow Lucy on Instagram for more tips and behind the scenes contentConnect with Lucy on LinkedIn Read the podcast notes and full transcript here.

Zingerman's has been travelling "the road less travelled" since they started in 1982. They continue down that road in the way they are doing their succession planning. Learn about their "Zingerman's Perpetual Purpose Trust" in this chat with Zingerman's cofounder, Ari Weinzweig. You can do business and succession planning differently!I highly recommend you reach Ari at ari@zingermans.com to subscribe to his newsletter.Also learn more about this wonderful company at zingermanscommunity.com You can reach me, your host for the Business Builders Show at www.contractorsuccession.com or 570 815-1626. Hosted on Acast. See acast.com/privacy for more information.

Our goal for The Unstuck Church Podcast is always to answer the most pressing and relevant questions that pastors are asking.  In this episode, Tony and Amy kick off our new series answering some of the most pressing questions we hear from church leaders in this season with a conversation on succession planning and making bold moves. This Episode is Sponsored by PlainJoe Studios PlainJoe: A Storyland Studio partners with churches, nonprofits, faith-based organizations, and educational environments to create unforgettable strategic, digital, and spatial stories that lift the Spirit. And PlainJoe is hosting the PlainJoe Design Intervention giveaway, where one winner will receive the grand prize: 200 hours of design services from PlainJoe, for free!  Visit plainjoestudios.com for more information. And if you're ready to rethink your buildings, logos, or website experience to take your organization to the next level, consider PlainJoe. Free Webinar: How to Re-Engage Your Church in the Mission on June 29 Your congregation today is not your pre-pandemic congregation. At this one-time live event, Tony Morgan & Amy Anderson will teach you the practical strategies needed to reignite your church's passion and purpose for living on mission in this season. Register now. For the full episode transcript, links mentioned during the show, and to download the Leader Conversation Guide, visit this episode's Show Notes at theunstuckgroup.com/episode299. Join the Live Conversation on Social Media If you're listening on Wednesday when the episode first releases, join the live conversation The Unstuck Group's team will be having on social media about this week's topic. We use hashtag #unstuckchurch on Twitter. Or you can join in on Facebook.

The Succession Planning Process a topic that our team has become quite passionate about over the last couple years through the recognition that your organization deserves a thoughtfully curated and carefully executed exit plan, when that time is to come. Our Succession Process is a 3 Stage, 9 Step Program that was intentionally designed to help create a methodical plan for business owners who might be looking to transition their role in the business over the next 5-7 years. In our first episode, we gave a process overview and focus on  Stage 1: Exploration and Foundations - a time of discovery and getting out og the hallways. Today, Managing partner brian Nolan and NCG Business Coach, Jim Bradly, join me to focus on the framework of Stage 2: The Next Chapter and Transition - what some may call the heart of the process and the roadmap to the future. As always, If you would like to learn more about our Succession Planning Process and the program specifics, you can visit our website or contact me directly via email, Molly@nolancg.com

Jun 5, 2023 – On today's Lifetime Planning episode, we explore the vital process of succession planning and delve into the integral role of buy/sell agreements. If you are a business owner and would like to know more about the steps...

In this episode, Carm Capriotto sits down with a panel of automotive professionals who share their experiences at the Leadership 2.0 Program from the University of the Aftermarket. They discuss the importance of professional development and improving leadership techniques in the industry and how the program helped them bond with fellow service professionals. Johnny Weber, the owner of Weber's Automotive in Dayton, Ohio, was the focus of their project. Find out how they helped him transition from a technician to a shop owner and the importance of resources available in the aftermarket industry. Johnny Weber, Weber's Automotive, Dayton, OH. Jason Caldwell, Director of Sales/Partner RPS Marketing Alda Rodriguez, Sales Manager, Service Dealer Solutions, Epicor Software Corporation Lindsay Maurer, Standard Motor Products, Pricing Manager, North American Business Show Notes Watch Full Video Episode HERE Introduction to Leadership 2.0 program (00:00:06) Leadership 2.0 program from the University of the Aftermarket Importance of professional development (00:03:39) The importance of professional development and improving leadership and organizational culture techniques in the automotive industry. Rallying around Johnny Weber (00:03:30) The guests discuss how they built their entire project for the Leadership 2.0 program around Johnny Weber and his place in the industry and how they bonded with fellow service professionals during the program. Leadership 2.0 program (00:05:12) How Johnny Weber transitioned from technician to shop owner through the Leadership 2.0 program and the importance of industry resources. Overwhelming experience (00:07:00) Johnny Weber shares his overwhelming experience during the Leadership 2.0 program and how it helped him with his business succession plan. Learning from different perspectives (00:08:03) The big takeaways from the Leadership 2.0 program include gaining new perspectives on the automotive aftermarket industry and learning from different roles and perspectives. Leadership and Professional Development (00:09:49) The importance of professional development and improving leadership and organizational culture techniques in the automotive industry is discussed, including the need for service professionals to speak to suppliers and manufacturers about their challenges. Networking and Professional Development (00:14:43) The importance of networking and professional development in the automotive industry, including the role of podcasts and coaching. Succession Planning (00:15:46) Succession planning and the role of mentorship and coaching in the industry. Professional development (00:19:18) Carm Capriotto offers to produce a podcast format for any next project from Leadership 2.0 that wants to present, emphasizing the importance of professional development. Connecting with fellow service professionals (00:23:13) New Perspective on Industry (00:26:43) Insights gained from the Leadership 2.0 program

Natalie's warmth, humour, and deep commitment to her clients shine through. Her message is clear: with the right planning and guidance, anyone can achieve financial security and peace of mind.This week we're super excited and had the privilege of interviewing the award-winning attorney, best-selling author, and nationwide speaker, Natalie Goldberg.Natalie is not only a fearless cheerleader for her client's success but also a leading advocate for women and money. She founded Goldberg LLP, a law firm that specializes in estate planning for high-net-worth and ultra-high-net-worth families. Natalie's mission is to empower her clients with the knowledge and tools they need to protect their assets and secure their legacies. And when she's not busy safeguarding your funds, she frequently appears on major news outlets such as CNN, Fox News, CBS, Good Morning America, CNBC, and BBC, to name a few, discussing the importance of financial protection. 

MONDAY KETCHUP: Exxon goes woke, AB Inbev's loses perfect LGBT rating, Meta's out $1.3bn, and Board Sabermetrics succession planning at Morgan Stanley and Lazard

Transitioning business to the next generation can seem like an uphill battle, but reframing the transition makes stepping away and giving the next generation the room they need to grow, easier.In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Executive Business Coach, Tammy Breitenbach, ACC, MBA about helping advisors through transitions. Tammy covers preparing the mindset of advisors to transition, helping clients transition to the next generation, and how she helps advisors transition to finding the right partnering firm for them.Tammy discusses: How her passion for communication led her to become an executive business coachSome of the biggest challenges she sees advisors facing todayWhy the first step to solving practice management challenges is to reframe the situationHow she challenges advisors who are planning their succession to step away and give the next generation of advisors the opportunity to take over in their placeTips for advisors to help manage the personal part of taking a step backAdvice for advisors, to make blueprinting a successful processHow advisors can establish a better connection with the next generation of their clients' familiesHow she has helped advisors with the transition to finding the right firm to partner withAnd moreResources:FIG Symposium 2023Carson Coaching Family Summit Planning Guide and ToolkitConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Tammy Breitenbach:Carson CoachingLinkedIn: Tammy BreitenbachTwitter: @tlb_breitenbachAbout our Guest: Tammy Breitenbach, ACC, MBA is an Executive Business Coach at Carson Coaching. Tammy finds a business' unique ecosystem by understanding the history, the team, and what makes each practice tick. She can advise how to implement improvements or processes in a way that will work effectively for them. Tammy is passionate about helping advisors draw real satisfaction from their practices – that includes running a business that functions well to support their bigger wants and purpose in life. Not take them away from it. Prior to joining Carson Group in 2018, Tammy spent 10 years of private consulting as the Principal Consultant of Catalyst Partners, a company she founded in 2008. At Catalyst, Tammy specialized in providing hands-on business counsel and leadership advice exclusively to owners of Independent RIAs and their key staff, to help them grow stronger, more profitable businesses.

You ever thought about what you're gonna do with your business if you aren't there to run it? Maybe you want to retire, maybe you want to walk away, maybe you unexpectedly pass away. It's probably something that most single member businesses never even think about doing. It's probably an important thing to do though. … Continue reading Episode 433 – Succession Planning →