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In this issue:
Solving the Succession Crisis
by Lisa A.K. Kirchenbauer, CFP®, RLP®
Assess your team, determine its strengths, build your exit strategy.
Avoid These Pitfalls of Organizational Change
by Paul R. Brown
Change efforts will likely fail without commitment and insight.
Redefine Success and Failure in 2013
by Daniel C. Finley
Find opportunities to reach a whole new level of success in the new year.
Forget PowerPoint: 6 Steps to Better Presentations
by Debra Partridge
Save yourself from boring and time-wasting presentations.
How to Handle Timely Employee Investigations
by Mary Dunlap, CFP®
Maintain your positive image and attract and retain good employees.
Use the Funnel to Create a Strategic Marketing Plan
by Kristen Luke
Learn campaigns for each stage of your plan.
Don't Buy into These Myths about Women and Money
by Kathleen Burns Kingsbury
The best way to attract and keep female clients is to know the facts.
How Will You Measure Your Life?
book review by Dennis Stearns, CFP®
Harvard professor Clayton Christensen's latest book is one excellent read.
President's Message
by Paul H. Auslander, CFP®
2012 Is a Good Year for the NexGen Community
by Caleb Brown, CFP®
FPA Practitioner Resource Guide Offers Tools and Resources for Success
by FPA staff
Practice Management Solutions Archive