Welcome back to Making Cents with John P. Napolitano. We’re here to break down the big questions high net worth families face–you know, the ones your “investment guy” never asks about. No Fluff. No finance 101. Just straight talk to help you make smarter decisions and keep your wealth working as hard as you do. Let’s get to it.
Created by the team at Napier Financial – home of the Fully Integrated Financial Planning approach. Napier Financial is a boutique fully integrated wealth manager and multi-family office.
Advisor Representatives at Napier Financial are either 1) Advisor representatives of U.S. Financial Advisors, a registered investment advisor, or 2) Advisor representatives dually registered through U.S. Financial Advisors and Great Valley Advisor Group, registered investment advisors. Financial planning and investment advice is offered through U.S. Financial Advisors and/or Great Valley Advisor Group accordingly.
Information about Great Valley Advisor Group can be found here: https://greatvalleyadvisors.com/whatwedo/
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Welcome back to Making Cents with John P. Napolitano. We’re here to break down the big questions high net worth families face–you know, the ones your “investment guy” never asks about. No Fluff. No finance 101. Just straight talk to help you make smarter decisions and keep your wealth working as hard as you do. Let’s get to it.
Created by the team at Napier Financial – home of the Fully Integrated Financial Planning approach. Napier Financial is a boutique fully integrated wealth manager and multi-family office.
Advisor Representatives at Napier Financial are either 1) Advisor representatives of U.S. Financial Advisors, a registered investment advisor, or 2) Advisor representatives dually registered through U.S. Financial Advisors and Great Valley Advisor Group, registered investment advisors. Financial planning and investment advice is offered through U.S. Financial Advisors and/or Great Valley Advisor Group accordingly.
Information about Great Valley Advisor Group can be found here: https://greatvalleyadvisors.com/whatwedo/
06. What Happens After Your Advisor Retires? with Michael Gordon
Making Cents
40 minutes 10 seconds
5 months ago
06. What Happens After Your Advisor Retires? with Michael Gordon
Confidence is the baseline for any advisor-client relationship, but what most people don’t think about is what happens when the person you’ve trusted for decades steps away.
In this special episode, we’re sharing an interview John Napolitano did with Michael Gordon, founder of Inside Advisor Transitions. Michael asks questions geared at John’s experience as longtime advisor, former CPA, and founder of a multi-generational RIA.
The topic: what it really takes to build a business that doesn’t just serve one generation, but many.
Whether you’re a client wondering how your advisor’s retirement might impact your financial life—or an advisor thinking about how to secure the future of your firm—this conversation offers a rare, behind-the-scenes look at succession done right.
John shares:
Why great succession planning starts years before an advisor retires
How he developed a team of next-generation advisors who carry on his values and client relationships
The decision-making process behind keeping the business independent vs. selling to a larger firm
It’s a thoughtful conversation about legacy–not just personal legacy, but business legacy. It’s about the vision to build a firm that lasts long after the founder has stepped away.
Listen in to see what a well-planned transition really looks like—for both clients and advisors.
Key Links
Napier Financial – https://napierfinancial.com/
John Napolitano’s LinkedIn - https://www.linkedin.com/in/johnpnapolitano/
Michael Gordon’s LinkedIn - https://www.linkedin.com/in/knowyourfirm/
Michael Gordon’s Website - https://www.themichaelgordon.com/
Podcast produced and distributed by Evergreen Financial Marketing https://www.evergreenfm.com/
Making Cents
Welcome back to Making Cents with John P. Napolitano. We’re here to break down the big questions high net worth families face–you know, the ones your “investment guy” never asks about. No Fluff. No finance 101. Just straight talk to help you make smarter decisions and keep your wealth working as hard as you do. Let’s get to it.
Created by the team at Napier Financial – home of the Fully Integrated Financial Planning approach. Napier Financial is a boutique fully integrated wealth manager and multi-family office.
Advisor Representatives at Napier Financial are either 1) Advisor representatives of U.S. Financial Advisors, a registered investment advisor, or 2) Advisor representatives dually registered through U.S. Financial Advisors and Great Valley Advisor Group, registered investment advisors. Financial planning and investment advice is offered through U.S. Financial Advisors and/or Great Valley Advisor Group accordingly.
Information about Great Valley Advisor Group can be found here: https://greatvalleyadvisors.com/whatwedo/