Succession Planning to Enable Growth
State of the Industry Podcast – Episode 4
On this episode of State of the Industry, we welcome:
- Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
- Pat McClain, Co-Founder and Co-CEO, Allworth Financial
- Brandon Kawal, Principal, Advisor Growth Strategies
Each guest offers a unique perspective on the latest succession planning research and why some plans succeed and some plans fail.
- The latest research about growth opportunities in the advisory sector
- Why firms are seeking internal or external succession plans
- What makes a plan succeed or fail
- How succession plans can help to scale and grow a business
We hope you enjoy. You may subscribe to our podcast by clicking here on iTunes Podcasts.