• Succession Planning: Empowering the Next Generation of Financial Advisors

  • Apr 23 2025
  • Duración: 30 m
  • Podcast

Succession Planning: Empowering the Next Generation of Financial Advisors

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  • Resumen

  • Most financial advisory firm owners plan on an internal succession, but many delay the planning process, losing out on substantial profits and time saved both immediately and in the long run. Host Kirsten Schlumbohm, BPC, Vice President of Annuity Sales at C2P, and special guest, Kathryn, “Kem” Taylor, CBEC™, consultant at FP Transitions, team up to discuss the critical topic of timely succession planning. From G1 (founders) to G2 (next-generation owners) and even G3 advisors, they cover the challenges and opportunities of setting up a firm for lasting success. Taylor also highlights the importance of creating a clear career path and cultivating a culture that fosters growth and diversity in the industry. Tune in for practical advice and strategies for empowering the next generation of financial advisors and creating a thriving, inclusive industry for all.
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