This article explores a practical question that I have and that every financial planning business owner should consider: what makes a succession plan executable? By Kevin Feather of Galileo Financial Planning....
Simplified processes lower the decision barrier. The less effort it takes to do business, the easier it is for clients to say yes. That thinking is exactly what sits behind South Africa’s top client engagement platform, ProfileMe. Blue Chip caught up with the founder and CEO, Rizanne Oosthuisen-Botha....
This article explores a practical question that I have and that every financial planning business owner should consider: what makes a succession plan executable? By Kevin Feather of Galileo Financial Planning....
