succession planning

Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go

Eric Brotman and I have a wide-ranging conversation that touches on evolving your role over time and how to accelerate organic growth.

2024-10-23T10:10:02-05:00By Steve Sanduski|Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off

Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition

Sammy Azzouz discusses how Heritage Financial has grown to about $2 billion in AUM -- with no acquisitions.

2023-08-03T08:18:46-05:00By Steve Sanduski|Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off

A Complete Guide to RIA Succession Planning with Paul Blease

Paul Blease advises that effective succession planning is a process of analysis and optimization that requires a multi-year runway.

2022-05-31T14:43:41-05:00By Steve Sanduski|Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off

Creatively Implementing an Internship Program with David Armstrong

David Armstrong and I are joined by some of his team members to discuss Monument's unique approach to its internship program

2020-03-10T07:47:14-05:00By Steve Sanduski|Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off