Structuring a Good Succession Plan

13/05/2025 58 min Episodio 47
Structuring a Good Succession Plan

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Episode Synopsis

This episode dives into the finer points of succession planning including the following:the structure of a good succession planthe advisor partnership transitioncareer tracking implicationscompensation, client transitionsleveraging a good succession plan to differentiate the recruiting processOur guests are Merrill Stewart from Allegacy Federal Credit Union and Kyle Stroud from Centennial Bank.