A Mindset for Career and Succession Planning Success

A Mindset for Career and Succession Planning Success

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.

A Survey of Succession Planning

A Survey of Succession Planning

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.

G2 and the Importance of Continuous Learning

G2 and the Importance of Continuous Learning

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.