Are you working with a business owner to develop a succession plan? Whether you’re working to sell your practice, or you want to be a retiring advisor’s successor, succession planning can be complicated. But that doesn’t mean it has to be unsuccessful! These episodes of the #YAFPNW podcast will explore the good, the bad, and the ugly of succession planning! You’ll walk away with the tools you need to navigate the choppy waters of succession planning with ease.
Lauren Stansell of Yeske Buie gets interviewed by our guest host, Alexandria Cole. Lauren wasn’t sure she wanted to be in financial planning and just several years later is on track to be partner at her firm. Tune in to hear her story and learn how she has been instrumental in creating and growing their Resident Program, a three year training program for new financial planners.
As more established planners plan for their own futures many young professionals are offered a succession plan as part of their career path. In this episode, Connor Koppa, CFP® walks #YAFPNW listeners through what it’s like to be part of a succession plan, what his ownership arrangement looks like at Focus Financial, and more.
Josh discusses how he combines business coaching with financial planning for a successful practice that focuses on working with business owners. He also explores the world of succession planning and how both buyers and sellers can come out on top.
Part two of our #YAFPNW series with Leighann Miko delves into what it’s like to launch your own RIA and how to ride the roller coaster of entrepreneurship.
Hannah Moore, CFP® shares how she got started as a financial planner, her tips on becoming a professional and thoughts on succession planning.
Casey Kupper joins us to share the story of his career path and succession plan. Live #YAFPNW.