The Advisor Succession Podcast

TOP 1%

Creator:

Jason Brotsky

Business
Human Resources

Succession Planning

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Podcast data

Created By Jason Brotsky

Podcast Status active

Started 01/09/2022

Latest Episode 12/12/2022

Release Period Episodic

Episodes 6

Partner Reviews 0

Language English

Frequency 391

Average Length 45 minutes and 17 seconds

Country United States

Global Rank TOP 1%

Description

Welcome to the Advisor Succession Podcast, hosted by Jason Brotsky and Clayton Shearer. As “financial advisors turned entrepreneurs turned business partners”, Jason and Clayton have had extensive experience helping financial advisors execute their ideal succession plans while creating a dynamic team environment at their company, Strategic Partners Financial Group. Join the fun as Jason and Clayton share their succession planning tips, tricks, and self-deprecating humor to help you make succession planning a bigger part of your practice!
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Episodes
- #662285 - The intersection of people, culture, and succession planning with Colleen Bell
  
  2 years ago
- #662286 - Dreaming big, starting small, and the power of learning from mistakes with Rusty Bynum, CFP®
  
  2 years ago
- #662287 - Best practices for buyers, sellers, and tips for purposeful growth with A.J. Sohn from Antaeus Wealth Advisors
  
  2 years ago
- #662288 - Navigating broker-dealer decisions while implementing your Succession Plan with Mark Elzweig
  
  2 years ago
- #662289 - Connecting Buyers and Sellers With Succession Planning Strategist Kris Emick
  
  2 years ago
Reviews
- There are no reviews yet
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The Advisor Succession Podcast

The Advisor Succession Podcast

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Podcast data

Description

Agent Outreach

Episodes

#662285 - The intersection of people, culture, and succession planning with Colleen Bell

#662286 - Dreaming big, starting small, and the power of learning from mistakes with Rusty Bynum, CFP®

#662287 - Best practices for buyers, sellers, and tips for purposeful growth with A.J. Sohn from Antaeus Wealth Advisors

#662288 - Navigating broker-dealer decisions while implementing your Succession Plan with Mark Elzweig

#662289 - Connecting Buyers and Sellers With Succession Planning Strategist Kris Emick

Reviews

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Wealthy Way Podcast

Wealthy Way Podcast

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The Analytics Power Hour

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