When handing off a practice, beware of fumbles and stumbles
Karen Folk's transition of her advisory practice to a younger partner was going pretty smoothly. Then the nightmares…
Karen Folk's transition of her advisory practice to a younger partner was going pretty smoothly.
Then the nightmares began.
“One thing I was supposed to complete was a workload transition plan, which spells out what you do, how much time you spend on it and when you will t
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