Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119
Kitces and Carl - Real Talk for Real Financial Advisors
00:00
Exploring the Motivations for Financial Advisors in Succession Plans
This chapter delves into the various reasons why financial advisors consider succession plans, including seeking ownership equity, having a say in decision-making, and exploring entrepreneurial opportunities within a safer environment.
Transcript
Play full episode
