Kitces and Carl - Real Talk for Real Financial Advisors

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

Aug 24, 2023
In this episode, the hosts discuss the challenges of older advisors delaying retirement and the motivations behind succession plans. They explore the importance of clear communication and compromise in retirement planning and emphasize the need for making difficult decisions and embracing change in succession plans.
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