Structuring a Good Succession Plan
Update: 2025-05-13
Description
This episode dives into the finer points of succession planning including the following:
- the structure of a good succession plan
- the advisor partnership transition
- career tracking implications
- compensation, client transitions
- leveraging a good succession plan to differentiate the recruiting process
Our guests are Merrill Stewart from Allegacy Federal Credit Union and Kyle Stroud from Centennial Bank.
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