Month: February 2022

Helping Clients Know When to Let Go

As advisors, we’ve all come across clients who are the founder and leader of their companies, and felt like it was never the right time to let go. Last week I was listening to a great story on NPR about whether Founder CEOs have a shelf life. It focused on the concept of transition as the Co-Founder of Peloton John...

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In One Shining Moment 2022

March 13th begins March Madness, the NCAA men’s basketball championship tournament. From then until the final game is played on April 4, film crews will be capturing the most memorable moments – from the joyous to the heartbreaking – to craft into a video montage played at the end of the tournament over one of the...

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