Advisor Succession Podcast Episode #5 - In today’s episode, Jason welcomes Rusty Bynum, CFP® and Managing Partner at Foothills Wealth Management. Enjoy learning why Rusty officially holds Jason's very unofficial record of the highest amount of merger and acquisition projects being juggled at once, and what traits have allowed him to be humble and successful while doing it! Whether you're a young professional who is looking to get involved in the M&A space, or a “grizzly veteran” who has built something meaningful and failed more times than you can count along the way, Rusty’s story is sure to resonate! Among other things, hear Rusty’s tips and tricks on the following:
· How he thrives by finding people that make mistakes
· How a small acquisition opportunity presented itself on the heels of a failed merger and completely changed Rusty’s career trajectory
· How to be a fantastic “builder” without having to be a great “creator”
· Rare insight on welcoming new team members by way of merger/acquisition
· Proof that patience and listening never go out of style
"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