8 episodes

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!

Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc, as broker/dealers, registered investment advisors and members of FINRA and SIPC. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379
Visit http://www.mysuccessionplan.com for additional information!

My Succession Advisor Group

    • Management

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!

Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc, as broker/dealers, registered investment advisors and members of FINRA and SIPC. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379
Visit http://www.mysuccessionplan.com for additional information!

    Continuity Planning, a Manager’s Perspective | Shehab Mohammad

    Continuity Planning, a Manager’s Perspective | Shehab Mohammad

    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

    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

    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

    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

    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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