Podchaser Logo
Home
Episode 32: Crafting Your Legacy - Succession Planning for Advisors

Episode 32: Crafting Your Legacy - Succession Planning for Advisors

Released Tuesday, 16th January 2024
Good episode? Give it some love!
Episode 32: Crafting Your Legacy - Succession Planning for Advisors

Episode 32: Crafting Your Legacy - Succession Planning for Advisors

Episode 32: Crafting Your Legacy - Succession Planning for Advisors

Episode 32: Crafting Your Legacy - Succession Planning for Advisors

Tuesday, 16th January 2024
Good episode? Give it some love!
Rate Episode

Join Justin Hamilton, CFP, as he navigates the intricate landscape of advisor succession planning with Reh and David. Uncover the alarming industry statistics propelling the urgency of succession plans by 2030. Explore the four pivotal steps to shape a resilient plan while delving into the essential role of mental health in an advisor's journey. This episode explores beyond the numbers, emphasizing the interconnectedness of succession planning and nurturing mental well-being for enduring success.

Show More

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features