Debbie Grose, CFP®, Chief Operating Officer of Lake Tahoe Wealth Management, is a dynamic woman in the world of financial planning. She’s passionate about mentorship, and has often led the charge when it comes to guiding new planners through successful careers. In this episode, Debbie is going over how her experience with succession planning went, what she would have done differently, and how new planners can start conversations around ownership in their own firm.
Vanessa Oligino, the Director of RIA Practice Management at TD Ameritrade challenges new planners with succession planning research. She challenges them to really consider what is best for them personally and critically evaluate whether or a firm is one you should buy into. Knowing what’s most important to you as well as what your non-negotiables would be related to firm ownership are critical to identify before considering potential succession opportunities.
In this episode, you’ll hear about what spurred Jean and Eric Mote to pursue a merger and build out a succession plan with fellow advisor Quinn Arnold, and how these three advisors combined their practices while still providing exceptional client services.
Lauren Stansell of Yeske Buie gets interviewed by our guest host, Alexandria Cole. Lauren wasn’t sure she wanted to be in financial planning and just several years later is on track to be partner at her firm. Tune in to hear her story and learn how she has been instrumental in creating and growing their Resident Program, a three year training program for new financial planners.
As more established planners plan for their own futures many young professionals are offered a succession plan as part of their career path. In this episode, Connor Koppa, CFP® walks #YAFPNW listeners through what it’s like to be part of a succession plan, what his ownership arrangement looks like at Focus Financial, and more.
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.