Episode 31

Growth Challenges: Retirement

Retirement, while not a significant issue for the person leaving, can present challenges for those remaining in the firm as it necessitates adjustments and changes. Brian and Patience delve into the different dimensions of managing retirements, from the financial to the administrative, and more significantly, the opportunities that such transitions bring, such as redefining the firm’s direction or modifying certain practices that may no longer serve the business’s interests.


  • Challenges that come during retirement
  • All aspects of the firm’s structure after retirement
  • Reevaluating the firm’s visual identity
  • The emotional impact of retirement

Episode Resources

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