Today we're joined by Shehab Mohammad, a Managing Executive at Royal Alliance and President & CEO of NWF Advisory Group, headquartered in Los Angeles, California. Tina and Shehab discuss how Shehab entered the financial services industry, how h

A Next Gen’s Perspective on an Internal Transition | Autumn Soltysiak

Sep 10th, 2018 12m 4s

Today we're joined by Autumn Soltysiak, Financial Advisor & Certified Financial Planner with Hemming&. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand e

Business Acquisition Done the Right Way | Aaron Titze

Sep 10th, 2018 10m 15s

Today we're joined by Aaron Titze, Certified Financial Planner and founding partner of GT Financial Advisors, LLC. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers

Continuity Planning: What you Need to Know | Jennifer Moore

Aug 10th, 2018 10m 6s

Today we're joined by Jennifer A. Moore, CFP®, ChFC, and President and Founder of TriOak Financial Group in Beaumont, TX. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast d

Acquisition: Understanding the Dynamics | Mike Webb

Aug 10th, 2018 12m 53s

Today we're joined by Mike Webb, Vice President of Webb Financial Consultants in Chattanooga, TN. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experi

Continuity: A Complicated Problem with a Simple Solution | Jim Spina

Jul 10th, 2018 26m 11s

Today we're joined by Jim Spina, of Woodbury Financial Services and Spina Financial Services, located in Orange County, CA. During our conversation, Jim discusses a very complicated continuity plan that he wasn’t sure he would be able to implem

OSJ Acquisition | Shehab Mohammad

Jul 10th, 2018 8m 24s

Today we're joined by Shehab Mohammad, a Managing Executive at Royal Alliance and President & CEO of NWF Advisory Group, headquartered in Los Angeles, California. During our conversation, Shehab shares the ins & outs of acquiring an OSJ and adv

Welcome to My Succession!

Jun 14th, 2018 2m 3s

Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuati

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