Colman Knight Advisory Group

Thank you for hosting Knight on your podcast Rob! He had a great time talking about the special opportunities and challenges as the second generation after our genius founders, Gayle Colman and Rich Colman.

🚀 Navigating the Transition from Generation 1 to Generation 2: It’s About Legacy AND Innovation! 🚀 Knight Colman, CFP®, a second-generation partner at Colman Knight Advisory Group, LLC, shared some powerful insights on what it takes to thrive as a G2 advisor: "It is such a balance between honoring what has come before you, making sure you are acknowledging that, but also being there to leave your own mark." The journey of transitioning leadership isn’t just a challenge for G2 advisors. It’s a collaborative process where both G1 and G2 need to be intentional, communicate openly, and work together to align the firm’s legacy with future growth. As a coach, I help both G1 and G2 advisors overcome the hurdles of generational transition. Whether it’s opening the door for succession conversations, finding the right balance of preserving the firm’s foundation while embracing new ideas, or building a cohesive plan for the future, I guide firms through these complex dynamics. If you're a G1 founder preparing to pass the torch or a G2 advisor stepping up to take the lead, this conversation is a must-listen. 🎧 Tune in to the latest episode of The Purpose Focused Advisor podcast featuring Knight Colman for practical insights on creating a smooth and successful transition. 🔗 A link to the episode is in comments below. #FinancialPlanners #FinancialAdvisors #SuccessionPlanning #LeadershipDevelopment #Generation1 #Generation2 #AdvisorCoach #BusinessTransition #LegacyAndInnovation #TruestFan #PurposeFocusedAdvisor

This article speaks to why fixed income securities have been so volatile.

Analysis-U.S. Treasury traders switch strategies as liquidity problems worsen — Reuters Investors in the $23 trillion U.S. Treasury market are slicing up orders and switching to more easily traded issues, adapting to navigate periodic illiquidity that looks to get worse as the U.S. Federal Reserve reduces the size of its bond portfolio.