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35 min
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Building an Effective Succession Plan with Colleen Bowler (Ep. 61) Advisor Mentorship Podcast
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- Business
Building a business is tough, but leaving it can be even tougher. In this installment of the Advisor Mentorship Podcast, Jeremy Houser sits down with the distinguished Colleen Bowler, CFP®, who has not only successfully navigated the complexities of building a robust planning firm, Strategic Wealth Planners, but has also championed a seamless succession transition. … Read More Read More
Building a business is tough, but leaving it can be even tougher. In this installment of the Advisor Mentorship Podcast, Jeremy Houser sits down with the distinguished Colleen Bowler, CFP®, who has not only successfully navigated the complexities of building a robust planning firm, Strategic Wealth Planners, but has also championed a seamless succession transition. … Read More Read More
35 min