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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.
Chris Reynolds, Executive Chair and co-founder of Investment Planning Counsel, is turning the page on what it means to build a better business.
Tune in to conversations with visionaries and financial advisors who have walked the path to success for ideas you can implement today.
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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Ep09 - Transitioning a financial advisory business 101: featuring Jason Simpson and Stephanie Power
