Articles by Jeff Judge
- Practice Growth
The Great Wealth Transfer: Strategies To Retain Next-Gen and Female Clients
And whether you've acknowledged it yet or not, you're also starting to build the thing that will one day be your own legacy.
- Opinion
Mastering Succession: How Mid-Career Advisors Can Secure Their Legacy
In practice: an enormous transfer of client relationships, recurring revenue, and institutional knowledge that the industry isn't ready for.
