6min chapter

Kitces and Carl - Real Talk for Real Financial Advisors cover image

Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Strategic Approaches to Internal Successions in Financial Firms

Exploring the benefits and strategies of gradual internal successions in financial firms, emphasizing incremental purchases over time for financial stability and fair deals.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode