Advisor Succession Podcast #2 - with Kris Emick, Vice President; Succession and Acquisition Solutions; Cambridge Investment Research, Inc. In today’s episode, guest Kris Emick shares his unique perspective on all things succession planning, including best practices for finding buyers and sellers, structuring purchase agreements, and securing funding. Spoiler alert – Kris was much wittier than Jason and Clayton suspected, and a round 2 conversation is teased by Kris at the end of this episode!
"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