Category Archives for Succession

E12 | How to Hire Interns from Universities

a couple of years ago

Eddie Kramer of The Abacus Planning Group comes back on the show.  In part 2 of our conversation Eddie shares his experiences surrounding the hiring process with anecdotes on what his firm is looking for when hiring talented young planners. Where to find talented interns  He readily turns to his alma mater, Texas Tech University, […]

E10 | Succession in Texas

a couple of years ago

Does your firm have a succession plan?  You need one. The Need for Succession It’s taken them a decade to hand the reigns from one planner to the next but they’re done (for now). Jason McGarraugh comes on the show to share his story about purchasing his firm from a powerhouse planner with 30 years […]