For years, John has played an important role in my practice.  He serves as both my Business Continuation partner and my Business Succession partner.  This means that John would take over for me if I am temporarily incapacitated or am no longer able to continue in the practice.

John and I first met when he was a participant in a training class that I was helping to facilitate.  We discovered that we had a lot in common and had similar visions for our practices.  We started a formal mentoring relationship and throughout the course of that program, came to understand that we also share a common process and understanding on how to service clients, similar investment philosophies and many more common practices.  It made sense to deepen our business relationship and so we signed the Business Continuation and Business Succession Plans to protect my clients.  As my practice continues to grow, John is becoming a more integral partner.  Beyond being a backup in case something happens, John is becoming active with client cases and we are acting as a team to service new clients.

John plays such an important role in my practice.  But, as an Ohio native who grew up on the 50-yard line at Ohio State football games, my only regret is his insistence on rooting for "that team from up north".