Transferring assets can be one of the easiest parts of a succession plan. A bigger challenge is transferring management, knowledge and business acumen. “The economic reality is that for your business ...

Forbes contributors publish independent expert analyses and insights. Rachel Wells is a writer who covers leadership, AI, and upskilling. This article is more than 2 years old. Senior leadership roles ...

I’m honored to have been invited to join the Women Back to Work forum in their Power Hour session recently, where I had the opportunity to speak about strategic career transitions into the technical ...

There’s often a hesitation to move a book of business from one broker/dealer to another. Many advisors who may feel like a move would be a good step for their business fear their clients won’t follow ...

The Stages of Change Management, also known as the Transtheoretical Model, is a framework originally developed to describe how people change their behavior. It has since been adapted for use in ...