Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
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Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
Succession Planning: Empowering the Next Generation of Financial Advisors
A Woman's Clarity®
29 minutes 49 seconds
1 year ago
Succession Planning: Empowering the Next Generation of Financial Advisors
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.
A Woman's Clarity®
Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
