Dear Clients, Friends and Colleagues:
For several years, you’ve probably known that Anna Sergunina
was my exit strategy. In 2008, we
developed a plan to transition to the next generation slowly or, worst case
scenario, immediately in a crisis. Well,
the crisis has not happened (thank you very much), but phase two is being
implemented slowly, but not too slowly.
On January 1st Anna purchased all the remaining
95% of the shares in our corporation that she did not own and is now the owner
of the business. I’m the only employee.
We outsourced some of our detail work to registered
paraplanner Kathy Watkins in Chicago and some of the administration, including
initial client contact, appointment setting and follow-up to The Intelligent
Office (IO) in Washington, DC. Karen and
Kyna are the two most common contacts you are dealing with at IO.
Anna is actively searching for CFP® planners to join us both
here on the east and west coasts. I will
be the trainer.
My plans are to work full time for the next few years, but
at some point I will stop taking on new clients and just help the new planners
with their new clients. I will continue
to service existing clients as long as they have confidence in my skills and
I’m able to provide answers to their questions and help them make good
financial decisions.
I will continue my blog and my radio show and my tweets.
Thank you for a wonderful 12 years as the founder and owner of MainStreet
Financial Planning. I couldn’t have done it without Anna, and now she can’t do
it without me (or at least that’s what I’m telling myself).
Sincerely, Jim Ludwick
Watch Anna's video announcement: http://goo.gl/KXby0E
Press Release: http://t.co/KJKn61TrPV
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