
Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119
Kitces and Carl - Real Talk for Real Financial Advisors
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
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.