The Advisor Succession Podcast

Jason Brotsky
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The Advisor Succession Podcast

Welcome to the Advisor Succession Podcast, hosted by Jason Brotsky and Clayton Shearer. As “financial advisors turned entrepreneurs turned business partners”, Jason and Clayton have had extensive experience helping financial advisors execute their ideal succession plans while creating a dynamic team environment at their company, Strategic Partners Financial Group. Join the fun as Jason and Clayton share their succession planning tips, tricks, and self-deprecating humor to help you make succession planning a bigger part of your practice!

Episodes

  1. 2022-12-12

    The intersection of people, culture, and succession planning with Colleen Bell

    In this episode, Clayton and Jason welcome Colleen Bell, President of Innovation and Experience at Cambridge Investment Research, Inc. Listen in as Colleen shares how you can apply some the same best practices to your next merger or acquisition project that have propelled Cambridge to become one of the financial services industry’s most innovative organizations. Among many other things, this conversation covers Colleen’s unique perspective on: · The power of looking at internal business growth through the lens of those that you serve · Why core values are just as important to a succession plan as deal specifics · How internal diversity and top-performing organizations often go hand-in-hand · Why your next succession plan should be a “non-event” To connect with Colleen via LinkedIn - https://www.linkedin.com/in/colleen-bell-8453bba To learn more about Cambridge Investment Research – www.joincambridge.com

    46 min

  2. 2022-10-27

    Dreaming big, starting small, and the power of learning from mistakes with Rusty Bynum, CFP®

    Advisor Succession Podcast Episode #5 - In today’s episode, Jason welcomes Rusty Bynum, CFP® and Managing Partner at Foothills Wealth Management.  Enjoy learning why Rusty officially holds Jason's very unofficial record of the highest amount of merger and acquisition projects being juggled at once, and what traits have allowed him to be humble and successful while doing it!  Whether you're a young professional who is looking to get involved in the M&A space, or a “grizzly veteran” who has built something meaningful and failed more times than you can count along the way, Rusty’s story is sure to resonate!  Among other things, hear Rusty’s tips and tricks on the following: ·  How he thrives by finding people that make mistakes ·  How a small acquisition opportunity presented itself on the heels of a failed merger and completely changed Rusty’s career trajectory ·  How to be a fantastic “builder” without having to be a great “creator” ·  Rare insight on welcoming new team members by way of merger/acquisition ·  Proof that patience and listening never go out of style "The Advisor Succession Podcast"  is co-hosted by fellow advisors, business partners, and entrepreneurs Jason Brotsky and Clayton Shearer, and its production is made possible by their amazing colleagues at Strategic Partners Financial Group!  Both of your hosts have direct experience with growth via merger and acquisition, building a team of professionals from the ground up and, mostly, hosting podcast guests who are wiser and wittier than them! Whether you are an experienced advisor starting the process of implementing your succession plan or an advisor looking to grow by acquisition, this podcast is for you! To connect with Jason or Clayton offline, use the following links - Jason via email - jason@spfgnow.com Jason via LinkedIn - "use same link as current" Clayton via email - clayton@spfgnow.com Clayton via LinkedIn - "use same link as current" Online via Strategic Partners Financial Group - www.spfgnow.com

    52 min

  3. 2022-10-13

    Best practices for buyers, sellers, and tips for purposeful growth with A.J. Sohn from Antaeus Wealth Advisors

    Have a listen as Jason welcomes A.J. Sohn of Antaeus Wealth Advisors to the show.  In a conversation that was good enough to save from 2021, hear AJ 's unique perspective about how to think like an entrepreneur while always taking care of clients first!  Among many other things, this episode touches on: The first ever (we believe) successful analogy between the financial services and ambulance services industries How expectations of sellers have changed over the years Tips for sellers to position their practice for a healthy valuation The importance of building infrastructure before prospecting for growth via merger or acquisition Questions or want to get to know A.J.?  He can be reached at (978) 264-999 x 102, online at www.antaeuswealth.com, or via email at asohn@antaeuswealth.com. "The Advisor Succession Podcast"  is co-hosted by fellow advisors, business partners, and entrepreneurs Jason Brotsky and Clayton Shearer, and its production is made possible by their amazing colleagues at Strategic Partners Financial Group!  Both of your hosts have direct experience with growth via merger and acquisition, building a team of professionals from the ground up and, mostly, hosting podcast guests who are wiser and wittier than them! Whether you are an experienced advisor starting the process of implementing your succession plan or an advisor looking to grow by acquisition, this podcast is for you! To connect with Jason or Clayton offline, use the following links - Jason via email - jason@spfgnow.com Jason via LinkedIn - "use same link as current" Clayton via email - clayton@spfgnow.com Clayton via LinkedIn - "use same link as current" Online via Strategic Partners Financial Group - www.spfgnow.com

    47 min

  4. 2022-09-23

    Navigating broker-dealer decisions while implementing your Succession Plan with Mark Elzweig

    Advisor Succession Podcast #3 - In this wide-ranging conversation with industry influencer and executive recruiter Mark Elzweig, we discuss how buyers and sellers can use the advantage of leverage and make great decisions with regard to creating a succession plan when buyer and seller are with different broker-dealers. "The Advisor Succession Podcast"  is co-hosted by fellow advisors, business partners, and entrepreneurs Jason Brotsky and Clayton Shearer, and its production is made possible by their amazing colleagues at Strategic Partners Financial Group!  Both of your hosts have direct experience with growth via merger and acquisition, building a team of professionals from the ground up and, mostly, hosting podcast guests who are wiser and wittier than them! Whether you are an experienced advisor starting the process of implementing your succession plan or an advisor looking to grow by acquisition, this podcast is for you! To connect with Jason or Clayton offline, use the following links - Jason via email - jason@spfgnow.com Jason via LinkedIn - "use same link as current" Clayton via email - clayton@spfgnow.com Clayton via LinkedIn - "use same link as current" Online via Strategic Partners Financial Group - www.spfgnow.com

    50 min

  5. 2022-09-08

    Connecting Buyers and Sellers With Succession Planning Strategist Kris Emick

    Advisor Succession Podcast #2 - with Kris Emick, Vice President; Succession and Acquisition Solutions; Cambridge Investment Research, Inc.  In today’s episode, guest Kris Emick shares his unique perspective on all things succession planning, including best practices for finding buyers and sellers, structuring purchase agreements, and securing funding.  Spoiler alert – Kris was much wittier than Jason and Clayton suspected, and a round 2 conversation is teased by Kris at the end of this episode! "The Advisor Succession Podcast"  is co-hosted by fellow advisors, business partners, and entrepreneurs Jason Brotsky and Clayton Shearer, and its production is made possible by their amazing colleagues at Strategic Partners Financial Group!  Both of your hosts have direct experience with growth via merger and acquisition, building a team of professionals from the ground up and, mostly, hosting podcast guests who are wiser and wittier than them! Whether you are an experienced advisor starting the process of implementing your succession plan or an advisor looking to grow by acquisition, this podcast is for you! To connect with Jason or Clayton offline, use the following links - Jason via email - jason@spfgnow.com Jason via LinkedIn - "use same link as current" Clayton via email - clayton@spfgnow.com Clayton via LinkedIn - "use same link as current" Online via Strategic Partners Financial Group - www.spfgnow.com

    55 min

  6. 2022-09-01

    The Genesis of the Advisor Succession Podcast w/ Jason & Clayton

    Advisor Succession Podcast #1 - Join Jason and Clayton as they discuss the genesis for creating the Advisor Succession Podcast, what to expect from the podcast, and some of the guests and conversations that they are most looking forward to sharing! "The Advisor Succession Podcast"  is co-hosted by fellow advisors, business partners, and entrepreneurs Jason Brotsky and Clayton Shearer, and its production is made possible by their amazing colleagues at Strategic Partners Financial Group!  Both of your hosts have direct experience with growth via merger and acquisition, building a team of professionals from the ground up and, mostly, hosting podcast guests who are wiser and wittier than them! Whether you are an experienced advisor starting the process of implementing your succession plan or an advisor looking to grow by acquisition, this podcast is for you! To connect with Jason or Clayton offline, use the following links - Jason via email - jason@spfgnow.com Jason via LinkedIn - "use same link as current" Clayton via email - clayton@spfgnow.com Clayton via LinkedIn - "use same link as current" Online via Strategic Partners Financial Group - www.spfgnow.com

    22 min
  • 6 Episodes

About

Welcome to the Advisor Succession Podcast, hosted by Jason Brotsky and Clayton Shearer. As “financial advisors turned entrepreneurs turned business partners”, Jason and Clayton have had extensive experience helping financial advisors execute their ideal succession plans while creating a dynamic team environment at their company, Strategic Partners Financial Group. Join the fun as Jason and Clayton share their succession planning tips, tricks, and self-deprecating humor to help you make succession planning a bigger part of your practice!

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