Building a Thriving Financial Practice & Establishing a Succession Plan with Adam Goetz

Update: 2021-02-16

Description

In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Adam Goetz, a partner at Burstin & Goetz in Pittsburg and a representative with Mass Mutual. Learn how thoughtful succession planning transformed Adam’s business into its thriving form today. Chip and Adam also discuss

the challenges new advisors face in the financial planning business
humble beginnings in the financial planning business and what enabled them to flourish into their current roles
how to grow a practice inorganically by having the right conversations with potential acquisition partners

Chip and Adam provide the valuable inside scoop on how they approach and manage relationships before and after a practice acquisition and how it can help grow your practice, too.

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Building a Thriving Financial Practice & Establishing a Succession Plan with Adam Goetz

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Building a Thriving Financial Practice & Establishing a Succession Plan with Adam Goetz

Chip Munn

Building a Thriving Financial Practice & Establishing a Succession Plan with Adam Goetz