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Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer

Financial Advisor Success

CHAPTER

Intro

This chapter explores a financial advisory firm's creative approach to succession planning through a Perpetual Purpose Trust, facilitating ownership monetization without the debt burden for future advisors. It also delves into the firm's governance model that promotes advisor empowerment and aligns with socially responsible investing, complemented by the leader's journey in building the practice.

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