Succession Planning and Scaling Businesses in the Financial Advisory Sector (Ep. 15)

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January 22, 2024 • 50 mins

Ever wondered how top financial firms plan for the future? Discover the secrets of scaling your financial advisory business in this engaging episode of SRG Off Script. Host David Grau Jr. and guest expert Caleb Brown, co-founder of New Planner Recruiting, dive into effective succession planning strategies for independent advisors. Key Discussion Points: The pitfalls …

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Succession Planning and Scaling Businesses in the Financial Advisory Sector (Ep. 15)