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Discover how Lowenstein Sandler LLP COO Michael Caplan's innovative approach to business operations sets our firm apart in his recent interview with The Alexander Group. #BusinessofLaw #DataAnalytics #Leadership #LawFirms #BusinessOperations #ExecutiveLeadership

Discover how Lowenstein Sandler LLP COO Michael Caplan's innovative approach to business operations sets our firm apart in his recent interview with The Alexander Group. #BusinessofLaw #DataAnalytics #Leadership #LawFirms #BusinessOperations #ExecutiveLeadership

MM Meets Andrea Montague: Delving into her journey listing a 250-year-old firm, tackling business politics, and embracing the 'big opportunity' in decumulation. Read more now: https://lnkd.in/e7RgY3By 📈 #Finance #Leadership #BusinessStrategy

Succession planning is vital for law firms to remain operational and profitable as leaders retire or move on. Despite its importance, it is often overlooked due to the lack of a fixed retirement age and its association with death or infirmity. The COVID-19 pandemic highlighted the need for proactive succession planning to handle unexpected events and ensure leadership continuity. Proactive planning ensures a seamless transition and preserves the firm's legacy. It also boosts client confidence and maintains business stability. Start early to safeguard your firm's future. Read our latest article here: https://lnkd.in/g37XuSjd Authored by: Aditya Shah #successionplanning #lawfirms #leadership #lawfirmmarketing #lawfirmgrowth #wyp #WeYouPartners

I had a great conversation yesterday with Roosevelt Giles and his work with corporate boards. Among other things, we talked about advisory boards. Businesses: There is extreme upside to forming an advisory board. Oftentimes, directors can and do take the role of confidant and mentor to their founder or CEO. It gets complicated though. Directors owe a fiduciary duty to the shareholders in the organization. A board has the authority to fire its CEO. This can understandably result in a CEO not feeling comfortable being completely transparent. An Advisory Board is different. Advisors owe no legal fiduciary duty to the organization. Also, an advisory board can be a great way for companies to gain: - Outside perspective - Diverse viewpoints (we all have blindspots) - A vetted group of future board members. What’s stopping you from establishing an advisory board? #corporategovernance #leadership #boardroom #founders #CEOs

Here is how Ascend is revitalising and transforming the #accountingprofession under leadership of David Wurtzbacher

How did Ascend CEO David Wurtzbacher take his firm from zero to one of the Top 30 CPA firms in just two years? 💡 It wasn’t luck—it was a bold mix of strategic leadership, innovative technology, and a people-first approach. In this exclusive interview, David reveals: 👉 The leadership shift redefining the accounting profession. 👉 Why talent and technology are the ultimate growth accelerators. 👉 How firms can embrace change and thrive in today’s market. Curious about the future of accounting leadership? Don’t miss these game-changing insights. 📖 Read now: https://lnkd.in/efrh2QGr #AccountingInnovation #LeadershipInsights #WinningWithTalent #privateequity #PE #makingwaves

In an interview with the Investment Industry Association of Canada (IIAC), Kish Kapoor, President & CEO at Richardson Wealth discusses our growth journey as an independent wealth management firm, including: -What are our barriers to growth? -What are the biggest industry disruptors? -What challenges do we anticipate within the next five years? #RichardsonWealth #WealthManagement #IIAC

Discover how Lowenstein Sandler LLP COO Michael Caplan's innovative approach to business operations sets our firm apart in his recent interview with The Alexander Group. #BusinessofLaw #DataAnalytics #Leadership #LawFirms #BusinessOperations #ExecutiveLeadership

Five Powerful Questions For Your Clients Oftentimes, a firm’s internal conclusions of how their clients perceive them are different than their client's actual perceptions. Here are five questions to ask your clients, in order to bridge the gap between the two vantage points, and gain beneficial client-generated insights about your Wealth Management Firm. To get future videos in your inbox, subscribe here: https://lnkd.in/enhF6sC Provincial Development Group, LLC Blain Wease Tim Romero Neon World Media #firmfoundations #wealthmanagement #wealthmangementfirm #wealthadvisors #financialadvisors #financialadvisor #ria #questions #communication #leadership #differentiate #optimizingopportunity