Practical Steps In Transitioning Clients (2010)

I’m honored to be doing some strategic work with PKF International and just recently had the pleasure of participating in discussions about how one might pragmatically approach transitioning their clients as they face impending retirement.  Laura Sparks (Creative Sparks LLC), a very talented writer, captured these comments in an insightful White Paper (specifically for the PKF firms) that builds nicely upon what we produced in response to a similar question (Handling Boomers Approaching Retirement) of our Managing Partner Leadership Advisory Board (the LAB).

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