Listen "Structuring a Good Succession Plan"
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.
More episodes of the podcast BISA Industry TrendWatch
The Evolution of Virtual Meetings
24/11/2025
Building a Career Path
21/11/2025
Being Creative with Compensation
10/11/2025
The Magic of the Discovery Process
07/11/2025
Navigating Market Volatility
14/04/2025
Creating Differentiation
23/12/2024
Community Building to Win Clients
20/12/2024
Second Story Advisor Success
16/12/2024
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.