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Ep 54 - Successfully Completing Your Succession Plan with Ron Harvey
Succession planning is on top of every seasoned advisor's mind, but how does one plan one?
Ron Harvey, IPC's Legacy Award Winner, shares his succession planning experience that not only best served his clients but also allowed him to stay involved even after retiring.
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.
Ron Harvey shares insights from his succession planning experience.
Succession is a reality for everyone. Believe it or not, one day, you’re going to be ready to retire and enjoy the fruits of your hard work over the years. To do it right, it takes planning, preparation and the right mindset.
Today, we’re talking to someone who has gone through the process and had a successful exit from his business, Ron Harvey. We’ll dig into his story and how he was able to successfully put together a succession plan, look after his clients and still keep his hand in the industry he loves so much.
Ron Harvey has been a financial advisor for 30 years. He was Senior Financial Advisor with IPC for 9+ years and is a proud recipient of IPC’s Legacy Award in 2022. Before IPC, he was a Senior Financial Advisor and branch manager for two other firms. In his volunteer roles, he is Chair of the Board of FP Canada and has been a board member since 2017. He was a board member of CPA Ontario from the time of the merger of the three accounting bodies in 2014 until 2017. Prior to that, he was chair of CGA Ontario at the time of the merger. I am a Fellow of CPA Ontario and am also an FP Canada Fellow.
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Ep 54 - Successfully Completing Your Succession Plan with Ron Harvey
