Latest / The Bucket Plan® On-Demand Series
Multi-Generational Succession Planning: Creating a Seamless Transition for Your Financial Advisory Business
As a financial advisor, planning for your clients' futures is second nature—but what about the future of your own business? Join guest host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she welcomes father-daughter financial advisory duo Tim Bogart, CLU, CHFC, LIC, AIF®, and, Betsy Larson, WMCP®, BPC of Comprehensive Planning Strategies. Together, they discuss their real-world experience in multi-generational succession planning. They share the lessons learned, the steps taken to ensure continuity, and the benefits of integrating specialized services, like special needs…
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