Keeping it in the family | A mother-daughter succession story
Update: 2025-10-01
Description
When succession planning becomes a family affair, the results are both inspiring and instructive. Certified Financial Planners Dale Collins and Courtney Castledine are a real-world example of how to transition a practice thoughtfully and effectively. We sat down with the mother-daughter team to ask about their unique journey building and transitioning a practice. Together, they share candid lessons on communication, client trust and balancing their dynamic while preparing for the future.
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