cassara

In my thirty years of being involved in the development and implementation of over five hundred succession plans, I can say with relative certainty that the essence of a great succession plan comes down to one word, Clarity.

The essence of client attraction and creation starts with you and what you are thinking at any given moment. To demonstrate, let me ask you to imagine the following scenario. You are attending a gala event, such as this, and the room is filled with high quality prospects.

If you’re a business owner, the thought may have crossed your mind: “What will happen to my business when I die?” To answer this question, begin […]

If you wonder how you’ll ever save enough to fund your retirement, you’re not alone. The finances of many Americans are stretched thin by mortgage payments, college tuition, or unemployment.