Affinity Consulting Blog


Succession Planning in Five Steps

Succession planning is not easy. In fact, it can be very hard. It forces us to contemplate things that we don’t want to think about such as unexpected illness or death, or how to walk away from a career that we have spent more than half of our lives learning and living. While succession planning itself is not easy, every successful succession plan has five critical components.

So many decisions. As you know all too well, running a firm is not for the faint at heart. And you make a lot of decisions and a lot of recommendations that steer the ship.

The “NOT To-Do List” to Manage Tasks & Distractions

Social Media, Facebook, Instagram, client fires, 24-hour news, Trump, hurricanes, murders, crime, Russia, North Korea, 150 emails a day, constant interruptions, … It’s too much for us handle and it is resulting in workday paralysis, even before you sit down to start your day!

In my CLE seminars, webinars, and my upcoming book, I outline many strategies to manage tasks and distractions. However, I thought it might help to state them a slightly different way … as a “NOT to do list”. Here are 12 “NOTS” to keep yourself laser-focused.

We work with a lot of firms on process efficiency, and thinking differently about how they get their work done. As we all know, change is hard, and none of us do a really great job about consistently thinking about better ways to do the things we do over and over again.

Worldox® continues its expansion in the global document management system (DMS) market, reporting abundant sales activity in emerging technology markets such as Northern Africa, South America, and the Middle East.

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