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The Advisor Succession Podcast
Jason Brotsky
6 episodes
5 days ago
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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Business
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All content for The Advisor Succession Podcast is the property of Jason Brotsky and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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!
Show more...
Business
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Best practices for buyers, sellers, and tips for purposeful growth with A.J. Sohn from Antaeus Wealth Advisors
The Advisor Succession Podcast
46 minutes 59 seconds
3 years ago
Best practices for buyers, sellers, and tips for purposeful growth with A.J. Sohn from Antaeus Wealth Advisors

Have a listen as Jason welcomes A.J. Sohn of Antaeus Wealth Advisors to the show.  In a conversation that was good enough to save from 2021, hear AJ 's unique perspective about how to think like an entrepreneur while always taking care of clients first!  Among many other things, this episode touches on:

  • The first ever (we believe) successful analogy between the financial services and ambulance services industries
  • How expectations of sellers have changed over the years
  • Tips for sellers to position their practice for a healthy valuation
  • The importance of building infrastructure before prospecting for growth via merger or acquisition

Questions or want to get to know A.J.?  He can be reached at (978) 264-999 x 102, online at www.antaeuswealth.com, or via email at asohn@antaeuswealth.com.

"The Advisor Succession Podcast"  is co-hosted by fellow advisors, business partners, and entrepreneurs Jason Brotsky and Clayton Shearer, and its production is made possible by their amazing colleagues at Strategic Partners Financial Group!  Both of your hosts have direct experience with growth via merger and acquisition, building a team of professionals from the ground up and, mostly, hosting podcast guests who are wiser and wittier than them!

Whether you are an experienced advisor starting the process of implementing your succession plan or an advisor looking to grow by acquisition, this podcast is for you!

To connect with Jason or Clayton offline, use the following links -

Jason via email - jason@spfgnow.com

Jason via LinkedIn - "use same link as current"

Clayton via email - clayton@spfgnow.com

Clayton via LinkedIn - "use same link as current"

Online via Strategic Partners Financial Group - www.spfgnow.com

The Advisor Succession Podcast
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!