ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Securing Your Legacy through Succession: Tips for Passing an Advisory Firm to a Family Member"
Episode Synopsis
Joe Stephan of Stephan Independent Advisory experienced a familial succession firsthand when his father passed his advisory firm on to him. The transition left him with a desire to help other advisors in strategically planning for succession, either within the family or externally. He shares key considerations for advisors preparing for succession, the nuances of a transition within a family, and how succession is impacted by the current state of the financial advisory industry in Australia.
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