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Ep37 - BEST OF: Succession Planning
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?
This week on the podcast, we look back at some recent episodes where we explore succession planning with some amazing guests.
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.
You help your clients prepare, now it's your turn.
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!
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Grab a virtual coffee with Chris
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Ep37 - BEST OF: Succession Planning
