Insights for Future Business Transitions
Building a successful financial planning practice takes years of hard work and dedication. But what happens when you're ready to retire or move on to the next chapter of your life? That's where succession planning comes in.
In this episode of the praemium Advice Leaders podcast, we sit down with Bob Neill, the founder and director of Seaview Consulting, to discuss the crucial topic of succession planning for advice businesses. Bob shares his invaluable insights and practical advice on why it's important to start planning early, what key elements should be included in your plan, and how to navigate the common challenges that arise during the transition process.
Whether you're a young advisor just starting out or a seasoned professional approaching retirement, this episode is packed with valuable information that can help you ensure the long-term success and sustainability of your business.
Listen now and discover:
- Why succession planning is essential for any advice business, regardless of size or age.
- The key steps involved in creating a comprehensive and effective succession plan.
- Practical strategies for overcoming common challenges and ensuring a smooth transition.
- Valuable resources and tools to help you implement your succession plan successfully.
Listen below and take control of the future of your business.
Praemium Ltd is the issuer of the Investment Leaders podcast. This podcast is for informational purposes and isn't tailored to individual financial situations and does not contain financial advice. Views expressed by presenters may not align with Praemium's. We recommend that individuals seek professional financial advice before taking action.