Succession Planning - Becoming a New Firm Leader as a G2 Successor

Bluespring Wealth Partners Out Loud Podcast
13/08/2025 29 min Episodio 15
Succession Planning - Becoming a New Firm Leader as a G2 Successor

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Episode Synopsis

In this episode of Bluespring Outloud, a panel of our partner firm leaders joins Pradeep Jayaraman to discuss succession planning and their experiences as G2 firm leaders. They share insights and advice on how to successfully transition into leadership roles, build a cultural foundation, strengthen client relationships, and empower team members to make the process succession process as smooth as possible. Advisor panel includes: 

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