How to Manage a Leaderless Practice

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

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Dear Bev.

This is an extremely difficult email for me to write. I might not capture all I want to share. I work for an advisor. We’ve been together 27 years working side-by-side. He is a great guy – always good to me, superb with clients and generally a nice person in life. Recently he had a major unexpected medical undiagnosed issue. It was brewing (we have now learned) for a while and has been untreated. He essentially walked out of the office one day and I haven’t seen him for four weeks.

He told me “I have to take care of myself.”