I still find it amazing that business owners build this incredible business, serving clients who rely on them to create wealth for their families and yet over 80% don’t have a defined succession plan of their own.
It’s a topic that I talk to advisors about every single week!
As the average age of financial advisors continues to grow, looking at the future is even more important. How can you pass on your business, your legacy and build a life of retirement you love?
You help your clients prepare, now it’s time for you to use that leverage of a great business for your future!
This week on the podcast, we look back at some recent episodes where we explore succession planning with some amazing guests. After you hear these great clips, go back and check out the full episodes.
Do YOU have a succession plan set up? I’d love to talk about it over a virtual coffee! Drop your details in the form on this page.
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
