Succession planning isn’t a someday project. It’s the key to building a firm that thrives today and endures tomorrow. I wrote RIA Succession Alpha because too many owners delay the conversation until their options are limited and their leverage is gone. As the former CEO of a $650M RIA, CEPA designee and strategic advisor to RIA owners, I’ve seen how succession is often treated like a one-time transaction. To the contrary, it’s a strategic process that touches all firm elements: growth, systems, people, and value- all things that help a firm be successful today. This book demystifies that process and invites owners to take control of their future, before someone else does. The path is learnable, the need is urgent, and the opportunity has never been greater. You already have what it takes. Let’s get to work.
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