Jennifer Climo

Jennifer Climo, CEO and Senior Advisor for Milestone Financial Planning, shares her journey of merging practices during a crisis, which led to significant growth. She discusses her innovative succession plan, including a unique retirement payout structure, and the importance of creating an operating agreement with her partner. Jennifer recounts the challenges of transitioning from solo to partnership, emphasizing communication and strategy to enhance efficiency. She reflects on how these mergers improved profitability and client trust, reshaping her approach to financial advising.