Succession Planning from the Buying Advisors’ Perspective
Update: 2023-07-19
Description
Welcome to another insightful episode of Finance Village. In this episode, we dive into the world of Succession Planning from the Buying Advisors' Perspective. Join us as we explore the complex and dynamic landscape of buying advisor practices, their challenges, and the strategies they can employ to ensure a smooth and prosperous succession plan.
We discuss these and more topics 👇
- The Messy Book Dilemma- Beyond the Retiring Clients- Common Challenges Faced- The Changing Demographic Landscape:- Building Trust and Relationships
--
Connection Links 🔔
Sheldon Brow: linkedin.com/in/sheldon-brow
Nick Giovannetti:linkedin.com/in/nickgio
Simon Wong: linkedin.com/in/simonwonguofa
We discuss these and more topics 👇
- The Messy Book Dilemma- Beyond the Retiring Clients- Common Challenges Faced- The Changing Demographic Landscape:- Building Trust and Relationships
--
Connection Links 🔔
Sheldon Brow: linkedin.com/in/sheldon-brow
Nick Giovannetti:linkedin.com/in/nickgio
Simon Wong: linkedin.com/in/simonwonguofa
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
