Today, Chris talks about a crucial subject to any independent financial advisor: succession planning.
Joining him is one of the experts in the marketplace, Bill Black, who has built an incredibly successful advisory business of his own.
This is the text area for this paragraph. To change it, simply click and start typing. Once you've added your content, you can customize its design by using different colors, fonts, font sizes and bullets. Just highlight the words you want to design and choose from the various options in the text editing bar.
This is the text area for this paragraph. To change it, simply click and start typing. After adding your content, you can customize it.
Bill has bought, integrated, and exited businesses across multiple locations in Canada and now advises other business owners of preparing for their own business succession and exit planning.
In the episode, Bill and Chris dig into:
Chris rounds out the interview asking Bill about his main passion and what makes him wake up each day, the most impactful conversation that he’s ever had with a client, and how Bill wants to be remembered in the industry.
Would you like to spend 20 minutes with me - virtual coffee in hand – furthering the conversation you heard in any of the podcasts?
Want to be or being a guest on the show? Fill out the form and let me know!
EP6 - Ep06 - Why every financial advisor should be replaceable, with Bill Black
Investment Planning Counsel
Aspect
Blog