RBC Connect Conference : Succession Planning Article Links

Article Links from my presentation on Succession Planning at the RBC Connect Conference in May 2014.

Talking ‘Bout a New Generation : Embracing Millennial Advisors

– Working with the advisors of a new generation by On Wall Street

Succession Planning : How to Partner With a Younger Advisor

– Partnering with a younger advisor is critical to an internal succession plan.

New Rules for Firm Valuations


5 Concrete Ways to Boost Your Firms Value


Sell Your Firm While It’s at Its Strongest