How can financial advisory firms successfully transition to the next generation of leadership? In this episode, host Catherine Williams talks with Jessi Howe of Silver Oak Advisory Group and Yusuf Abugideiri of Yeske Buie about their journeys to firm leadership. They share key lessons on succession planning, developing future leaders, and balancing ownership with firm growth. Whether you’re a founder preparing to step back or an advisor looking to step up, this discussion offers valuable insights to help you navigate the path forward. Tune in for expert advice on securing your firm’s future!
Managing Your Practice