 A successful transition requires a founder ready to hand over responsibility, and a new leader who appreciates the opportunity in front of them."Brian Dombkowski, chief investment officer, Sand Hill Global Advisors
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7 Management Secrets From Successful Advisors
Editorial | Financial Planning, October 2014
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Summary: A simple strategic plan can help you stay focused and influence where your business ends up. This roadmap can also facilitate accountability: Give your staff members responsibility for implementing it, and evaluate them on their success. Here are a few insights from leading advisors on setting strategic priorities, keeping initiatives on track, and getting staff engaged in the process.
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