Media
- Managing Your Practice Podcast - December 8, 2021 episode (From Intern to CEO: The Roadmap for a Successful Internal Succession Plan)
- RIA Channel: The Deep Dive Podcast
- Insider’s Forum National Conference-Austin (2 Webinar Sessions)
- PFI Advisors COO Roundtable Podcast
- American Institute of Certified Public Accountants (AICPA) Podcast Series
- Michael Kitces FA Success Podcast
Articles
- Bridging the Divide (Inside Information)
- The Path to RIA Ownership Through the Operations Channel
- Advisers Consultant: A Successor’s Take on a Winning Transition
- Adapting Advisory Teams To A Hybrid Office/Home Workplace: Leadership, Culture, And Infrastructure For The New RIA Workplace
- Practical Tips for Revitalizing a Succession Plan
- Revitalize Your Succession Plan
- Best Practices For Internal Succession Planning Of Financial Advisory Firms
- The Conversation: How Young Advisors Can Spur Owners to Succession Planning
- Young Advisers Face Longer, Rockier Road to Ownership
Speaking
- American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Summit – Austin, TX
- National Association of Personal Financial Advisors (NAPFA) Large Firm Forum – Fort Lauderdale, FL
- Financial Planning Association (FPA) Middle Tennessee Chapter Conference – Nashville, TN
- Dimensional Fund Advisors (DFA) Deals & Succession Conference – London, England
- Schwab Executive Leadership Forum – Phoenix, AZ
- Dimensional Fund Advisors (DFA) Deals & Succession Conference – Austin, TX
- Austin Bridge Builders Alliance (ABBA) Business Leadership Series – Austin, TX
- Insider's Forum National Conference – Austin, TX
- National Association of Personal Financial Advisors (NAPFA) National Conference – Austin, TX
- National Association of Personal Financial Advisors (NAPFA) Large Firm Forum – San Diego, CA
- DeVoe & Company G2 National Forum – Miami, FL
- American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Summit – Los Angeles, CA
- Financial Planning Association (FPA) Dallas Fort Worth Chapter Conference – Dallas, TX
- G2 Leadership Institute National Program Class 1 & 2 – Austin, TX
- Schwab IMPACT National Conference – San Diego, CA
- National Financial Partners (NFP) National Strategy Summit – Dallas, TX
- C12 San Antonio Summit – San Antonio, TX
- Envestnet Advisor Summit National Conference – Chicago, IL
- Financial Planning Association (FPA) National Conference – Boston, MA
- Fidelity Investments bSMARTer National Training – Dallas, TX
- C12 Austin Summit – Austin, TX
- NAPFA Genesis Webinar
- COO Society Webinar
- Financial Planning Magazine Webinar
{ J. Huffman @ MANUP.org }
"Eric's wisdom and counsel helped us grow from a neighborhood non-profit to a city wide ministry. Not only has he been a valued ADVISOR, but most importantly he's become a trusted FRIEND."
{ Bob Veres @ Inside Information }
"Eric has confronted and overcome virtually all of the challenges that advisory firms face when they undertake the daunting task of succession planning. I consider him an accomplished EXPERT in the field."
{ Scott Johnson @ Decision Point Financial }
"Eric's real world experience, and his ability to help us see beyond the mark, has made an immediate impact on our business. In addition to being our MOST TRUSTED consultant, Eric has become one of our most trusted friends."
{ Kendall King @ Castle Point Wealth }