15min chapter

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

Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Challenges of Older Advisors Delaying Retirement

The hosts discuss the common issue of older advisors who are hesitant to retire, causing challenges for younger advisors who were supposed to be part of the succession plan. They explore the reasons behind this phenomenon and share personal anecdotes, highlighting the identity crisis faced by advisors transitioning into firm leaders.

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