8 episodes

Brought to you by Osaic and produced by Osaic's Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more!

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

© Osaic, Inc. • osaic.com

My Succession Osaic

    • Business
    • 5.0 • 2 Ratings

Brought to you by Osaic and produced by Osaic's Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more!

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

© Osaic, Inc. • osaic.com

    Continuity Planning, a Manager’s Perspective | Shehab Mohammad

    Continuity Planning, a Manager’s Perspective | Shehab Mohammad

    Today we're joined by Shehab Mohammad, a Managing Executive at Royal Alliance and President & CEO of NWF Advisory Group, headquartered in Los Angeles, California.
    Tina and Shehab discuss how Shehab entered the financial services industry, how he supports his network of 80+ advisors with continuity planning, and the importance of having a continuity plan on file.
    Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more!
    Visit mysuccessionplan.com for additional information!

    • 6 min
    A Next Gen’s Perspective on an Internal Transition | Autumn Soltysiak

    A Next Gen’s Perspective on an Internal Transition | Autumn Soltysiak

    Today we're joined by Autumn Soltysiak, Financial Advisor & Certified Financial Planner with Hemming&.
    Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more!
    Visit mysuccessionplan.com for additional information!

    • 12 min
    Business Acquisition Done the Right Way | Aaron Titze

    Business Acquisition Done the Right Way | Aaron Titze

    Today we're joined by Aaron Titze, Certified Financial Planner and founding partner of GT Financial Advisors, LLC.
    Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more!
    Visit mysuccessionplan.com for additional information!

    • 10 min
    Acquisition: Understanding the Dynamics | Mike Webb

    Acquisition: Understanding the Dynamics | Mike Webb

    Today we're joined by Mike Webb, Vice President of Webb Financial Consultants in Chattanooga, TN.
    Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more!
    Visit mysuccessionplan.com for additional information!

    • 12 min
    Continuity Planning: What you Need to Know | Jennifer Moore

    Continuity Planning: What you Need to Know | Jennifer Moore

    Today we're joined by Jennifer A. Moore, CFP®, ChFC, and President and Founder of TriOak Financial Group in Beaumont, TX.
    Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more!
    Visit mysuccessionplan.com for additional information!

    • 10 min
    Continuity: A Complicated Problem with a Simple Solution | Jim Spina

    Continuity: A Complicated Problem with a Simple Solution | Jim Spina

    Today we're joined by Jim Spina, of Woodbury Financial Services and Spina Financial Services, located in Orange County, CA.
    During our conversation, Jim discusses a very complicated continuity plan that he wasn’t sure he would be able to implement and how easy he found it to be with the help of our Succession and Acquisition Team. Jim shares what led him to the realization that he needed to make continuity a priority and what steps he took to accomplish his goals.
    Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more!
    Visit mysuccessionplan.com for additional information!

    • 26 min

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