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Navigating the Complexities of Succession in Financial Advisory
This chapter reflects on the journey of building a financial advisory firm, highlighting the challenges faced in aligning a planning-focused vision within an established practice. The speakers discuss the intricacies of succession planning, the importance of shared goals, and the trials of driving change in a large partnership, ultimately leading to a pivotal moment in their careers. Through personal anecdotes, they emphasize empathy in client relationships and the crucial need for open conversations about career aspirations for emerging financial advisors.