| Similar Articles |
|---|
 |
U.S. Banker
March 2009
Michael Sisk |
Who Will be the Next in Line? Winston-Salem, NC-based BB&T's new CEO is proud of the bank's long-term commitment to leadership development.   |
AFP eWire
September 16, 2015
Ingersoll & Gamble |
Five Steps to Stronger Succession Plans in Nonprofits The departure of long-time leaders, especially founder/CEOS, is particularly challenging in the nonprofit sector. |
Investment Advisor
July 2010
David DeVoe |
Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc. |
HBS Working Knowledge
November 14, 2007
Sean Silverthorne |
Growing CEOs from the Inside Effective succession planning is a hallmark of many top-performing companies, but most firms pay little attention to the process. |
Financial Planning
September 1, 2010
Daniel Seivert |
The Nominees Are... It is common for executives of wealth management firms who are in the process of developing succession plans to become bogged down by all of the considerations that go into selecting a potential successor. |
IndustryWeek
February 17, 2010
Jill Jusko |
Keep It Inside Internal candidates make better CEOs than outsiders, study finds. |
BusinessWeek
February 3, 2011
John Helyar |
The Recession Is Gone, and the CEO Could Be Next More boards are cleaning out the corner office, looking for different kinds of leadership |
Bank Director
3rd Quarter 2009
Charles Keenan |
The Leadership Conundrum There are few things that are more important for a bank's board to do well than to ensure it has the right executive leadership in place. |
Financial Planning
June 1, 2010
Daniel Seivert |
Transfer of Power Fewer than 10% of practice owners have developed formal succession plans. Isn't it time you put one in place? |
U.S. Banker
November 2005 |
Executive Compensation & The Boardroom Dilemma Investors shouldn't have to sift through every number on a proxy statement to determine total executive compensation. Now the SEC wants all payouts and perks -- including costs for corporate jets and housing -- out in plainer view. |
U.S. Banker
February 2011
Marissa Fajt |
Talent Shortage Ahead As bank CEOs start to retire, some foresee a lack of suitable replacements. Expect a revival of training programs -- and a lot of mergers. |
IndustryWeek
December 16, 2010 |
10 Key Challenges for CEOs Chief executive officers must now be chief diplomat, chief talent officer and chief image manager, says a veteran executive recruiter. |
Investment Advisor
November 2007
Mark Tibergien |
Heirs and Omissions In planning for succession, think of your financial advising practice as a family business. If parents and children can manage through the natural conflicts, most practices have a great opportunity to last through another generation. |
U.S. Banker
March 2004
Holly Sraeel |
Can a Leader Pass Down His Cult of Personality? Dierberg's brains, tenacity and precision have been crucial to his success running First Banks. The question is, can his cult of personality be learned by others? |
Financial Planning
April 1, 2010
Deena Katz |
Set Up for Succession Succession planning is not just a personal transition; it is very much a practice transition as well. The success of the person you select to follow you depends upon how well you have prepared to hand off your practice management functions. |
Registered Rep.
June 1, 2004
John Churchill |
Keeping Family Businesses in the Family It's not news that mixing family and business can be messy, but advisors might be surprised to know the extent to which family-owned businesses need their services. |
CFO
April 1, 2003
Lori Calabro |
Grooming a Replacement Many CFOs are comfortable with identifying a potential replacement, but few see the need to name that person in advance. |
Investment Advisor
July 2010
Olivia Mellan |
Succession Planning: Pass It Forward The angel is in the details when it comes to the tricky business and interpersonal issues of succession planning. |
On Wall Street
August 1, 2009
Denise Federer |
Succession Planning: The First Step in Preserving Your Legacy Do you have a formal plan to prepare your successor and ensure the continuity of your financial practice? Or are you one of the 65% of business owners who haven't planned that far ahead? |
Bank Technology News
November 2007 |
Financial IT Hiring Will Rise A financial services recruiter's recent survey found all the current financial institution turmoil won't slow professional IT hiring. |
Investment Advisor
March 2009 |
The Shoeless Cobbler There are many common issues, both personal and professional, that are keeping today's advisors from properly preparing for their own retirement and succession planning. |
Investment Advisor
September 2010
DePardo & Inveen |
People and Pay: Use the Lebron Rule of Retention An aggressive and proactive talent retention strategy is key to winning performance. |
Bank Technology News
September 2006 |
Performance Of Small Banks Tells Only Part of Their Story The performance of community banks is often an afterthought when talk of what makes the banking industry tick gets going. |
Registered Rep.
March 1, 2007
Ayres & Jones |
It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate. |
CFO
August 1, 2012
Andrew Sawers |
More CEOs Go As CEO turnover rises, insider CFOs who take on the top spot may have a better chance of success than external hires. |
Financial Planning
August 1, 2008
David Grau |
Worthy Successors In the financial services industry, the general term "succession planning" describes any number of plans to deal with an owner's departure from the business. |
Investment Advisor
December 2006
Charles Goldman |
Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm. |
CFO
December 1, 2007
Lori Calabro |
Look Who's Not Talking Both company directors and senior managers place a premium on strategic planning. So what keeps them from collaborating on it? |
Financial Advisor
June 2012
Karen DeMasters |
Succession Survival Guide Advisors plan for their clients' futures but often ignore their own. |
On Wall Street
April 1, 2012
Denise Federer |
Are You A Succession Saboteur? Adjust your plan as necessary so that you can fulfill your commitment to securing not only your future, but the future of the people that you care about: your clients, your team and your family. |
Financial Advisor
September 2006
Kristofor R. Behn |
Seller Beware Is selling a financial planning practice to an outsider the best way to extract its true value? |
The Motley Fool
February 26, 2009
Tim Beyers |
Who Will Replace Steve Jobs? Apple has no choice but to make a succession plan public as soon as possible. Trouble is, Apple may not have one. |
HBS Working Knowledge
August 29, 2005
Jim Heskett |
Summing Up: Is There an "Efficient Market" in CEO Compensation? Readers weigh in on executive compensation issues and raise even more questions. |
The Motley Fool
January 23, 2009 |
The Secret to Your Company's Future A conversation with author Bill George, in which he discusses his belief that the top responsibility of today's company leadership is finding tomorrow's leaders. |
U.S. Banker
September 2004
John Engen |
Pride and Predilection Once dubbed the "Magic City," Birmingham is home to four top-50 banks. But with Wachovia's recent acquisition of SouthTrust, AmSouth chief C. Dowd Ritter and his local peers are beginning to ponder what further consolidation could mean for the city they cherish. |
Insurance & Technology
May 16, 2007
Nathan Conz |
Executive Search Firm Consultants Discuss Roles and Responsibilities of an Insurance CEO Executive search firm consultants, Korn/Ferry International, Heidrick & Struggles and Spencer Stuart talk about what they look for in potential insurance CEO candidates. |
U.S. Banker
December 2005 |
If There Were a Santa, Then I Would Wish For... A holiday wish list for the banking industry includes executive compensation policy and a suggestion for Ben Bernanke. |
Financial Planning
July 1, 2005
David Grau |
The Right Exit Option Should you sell your financial planning practice to an internal or an external buyer? Each strategy has its advantages. |
Nursing Management
August 2006
Bonczek & Woodard |
Who'll Replace You When You're Gone? By planning for your successors, you can provide nurses attractive leadership development opportunities to seamlessly fill your shoes. |
HBS Working Knowledge
March 21, 2005
Stever Robbins |
Prepare Your Own Succession If 39 percent of family businesses passed to a second generation fail, why don't owners plan better for one of the most important events of their lives? In fact, most businesses woefully neglect the long term. |
Registered Rep.
January 1, 2005
John Churchill |
Nothing Succeeds Like Succession Whatever type of succession plan you create, you're really creating a growth plan, providing for continuity of the business and for clients. Advisors need to see it that way, instead of an end or an exit. |
CFO
November 1, 2007
Kate O'Sullivan |
Who's Next? Succession planning should be a critical exercise in finance. Too bad so many companies avoid it. |
Investment Advisor
March 2006
Mark Tibergien |
Formulas for Success: Preparing for the Fall Are you succeeding at succession? This question increasingly comes up as advisors see each month flip away, and each year change a digit. In the autumn of your career, are you prepared for the inevitable? |
Financial Planning
May 1, 2012
Glenn G. Kautt |
Transitions A few years ago I surveyed nearly 1,500 business owners about succession planning. One quarter - working as individuals and billion-dollar revenue firms - told me their succession plan was to die at their desks! Does this sound familiar? |
On Wall Street
October 1, 2011
Todd Colbeck |
Five Steps to a Smart Succession Plan As sure as the fact that today you are a financial advisor, some day you will leave the business. And the wisest course of action is to prepare for a succession plan years before you leave your practice. |
U.S. Banker
October 2006
Holly Sraeel |
A CEO's Public Domain: Big Thinking, Challenges Becoming CEO of a public company once held nothing but allure for those fortunate enough to ascend. But today's CEO must shun conventional wisdom and wade through myriad complex regulations. It's no picnic. |
Financial Planning
September 1, 2009
Hamburger & Walter |
The Missing Piece Succession issues arise with every business, but they're more personal and are subject to more emotions in an entrepreneurial, closely held, professional services firm. |
Knowledge@Wharton
August 27, 2003 |
Family Ties: Succession Seen Through a Successor's Eyes Like monarchies, one of the thorniest problems family firms face is succession. Over the years, academics have explored factors that can smooth the succession process for family firms. A second-generation successor talks about how the process has gone. |
U.S. Banker
January 2005
John Engen |
Twenty Twenty Vision The economy might be lukewarm, but banks in the Pacific Northwest are hot. It's not unusual to see ROEs and P/Es hovering at 20. The region's rise as a banking power center is due to a crop of sharp CEOs adeptly firing up the front lines and outperforming their national peers. |
Investment Advisor
May 1, 2011
Mark Tibergien |
The Constituency Conundrum How will your business decisions impact those who rely on you? |
