Ep #61: Beyond the Buyout: Rebranding, Rebuilding, and Redefining a Firm

What if taking over a firm through a succession plan was just the beginning,  not the end,  of the story?

When Hannah Moore entered into a succession plan in her early 20s, she wasn’t just buying a financial planning firm; she was stepping into a future she planned to rebuild from the ground up. Today, Hannah owns Guiding Wealth Management, a thriving RIA she reimagined after purchasing the business from a retiring advisor. In this episode of Behind the Advisor, she shares how she navigated the transition from broker-dealer to RIA, revamped the brand to reflect her vision, and made bold decisions, like reducing her client roster from 300 to just 18, without losing revenue. We talk about the power of knowing your value in negotiations, filtering out unhelpful advice, and standing firm in a male-dominated industry. Hannah’s story is a masterclass in taking over and taking control. If you’re eyeing a succession path or wondering how to reshape an inherited firm to reflect your voice, this conversation is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/61