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The Bridge®: RIA Industry Knowledge

 

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In This Issue

The Bridge® Magazine delivers the educational information you need to grow and stay competitive.

Leadership Transition Discussion with Rick Dennen and Alicia Chandler

In 2021, Rick assumed more responsibilities at First Financial Bank, creating the opportunity for Alicia Chandler to fill the role of president at Oak Street Funding. In this Q&A format, they shared key insights on how they successfully transitioned to their new leadership roles.

Best Practices for Creating a Successful Succession Plan

Despite the fact that many advisors are at or nearing retirement age, only one-third of advisors say they have a succession plan in place. So, what can you do to create a successful succession plan? These five tips will provide a quick overview of the process.

Acquisition Growth: Factors to Consider

Changing technology, talent shortages, high interest rates, and a potential recession have many firm owners questioning if they should pursue acquisition. However, acquisition can solve for several of these concerns and help RIA owners ride the waves of turbulence.