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Ep09 - Transitioning a financial advisory business 101: featuring Jason Simpson and Stephanie Power


Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds sits down with Advisors Jason Simpson and Stephanie Power to chat about all things succession planning.  


Both Jason and Stephanie have gone through a transition of business with their parents and have plenty of lived experience, insights, and advice to offer.


Interview with Jason Simpson and Stephanie Power

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Succession planning for family businesses

In this episode Stephanie, Jason and Chris connect on:

  • The what and why that motivated Jason and Stephanie to succeed their parents’ businesses
  • Their unique take on bringing added value to the business - by doing things differently from their families - while keeping the legacy alive
  • How to keep a business working in a transition so your clients don’t feel the change
  • What NOT to do in a business transition

Chris rounds out the interview asking Jason and Stephanie about what they would consider their most meaningful interaction with a client, and how they want to be remembered in the industry.

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Interview with Jason Simpson and Stephanie Power

EP9 - Ep09 - Transitioning a financial advisory business 101: featuring Jason Simpson and Stephanie Power

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