Advisor Succession Podcast #3 - In this wide-ranging conversation with industry influencer and executive recruiter Mark Elzweig, we discuss how buyers and sellers can use the advantage of leverage and make great decisions with regard to creating a succession plan when buyer and seller are with different broker-dealers.
"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