Are you working with a business owner to develop a succession plan? Whether you’re working to sell your practice, or you want to be a retiring advisor’s successor, succession planning can be complicated. But that doesn’t mean it has to be unsuccessful! These episodes of the #YAFPNW podcast will explore the good, the bad, and the ugly of succession planning! You’ll walk away with the tools you need to navigate the choppy waters of succession planning with ease.
Josh discusses how he combines business coaching with financial planning for a successful practice that focuses on working with business owners. He also explores the world of succession planning and how both buyers and sellers can come out on top.
Part two of our #YAFPNW series with Leighann Miko delves into what it’s like to launch your own RIA and how to ride the roller coaster of entrepreneurship.
Hannah Moore, CFP® shares how she got started as a financial planner, her tips on becoming a professional and thoughts on succession planning.
Casey Kupper joins us to share the story of his career path and succession plan. Live #YAFPNW.