Profiling Potential New Associates and Succession Planning

We have worked with the Burling Group since 2012.  Initially, we utilized Ron’s skill set to assist us with profiling potential new associates.  Ron’s insights and observations helped us establish criteria to hire successful associates.  Integrating Ron into the front end of the hiring process saved us time, money, and effort in identifying and hiring excellent associates. By profiling the firm’s partners, Ron has given us valuable knowledge on how we work together and a better understanding of each partner’s professional strengths and weaknesses.  Ron continues to profile potential partners joining our firm providing us feedback on their professional styles. As our firm begins to succession plan, The Burling Group has provided great insight on potential firm leadership.  Ron’s direct analysis and coaching ability complements our mentoring of managers as they grow into their roles.  Further, Ron continues to counsel our partners and key employees as our business expands. Forum Financial Management, LP is an SEC-registered investment adviser with its principal place of business located in Lombard, Illinois.  The forum provides fee-based wealth management and financial planning services for individual and institutional clients.