In this episode the host Matthew Jarvis and guest Dustin Mangone discuss the intricacies of succession planning for financial advisors, particularly focusing on the roles of Gen 2 advisors in initiating conversations about internal succession. They explore the importance of being proactive, understanding market dynamics, and preparing financials for a successful exit. The conversation also delves into common pitfalls in deal structures, financing strategies, and the realities of M&A reports, emphasizing the need for advisors to be well-informed and prepared in a competitive market.
Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Dustin Mangone: Website | LinkedIn
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