The 'why', 'why not', and 'how' of adviser succession planning

As I watched episode 3, I found myself pacing, and mixing in the occasional fist pump. I can't contain my enthusiasm when it comes to this topic, or this series. In this episode, we are treated to the consultants giving their analysis.

Greg Opitz, longtime advisor coach at Peak Advisor Alliance, and John Furey, principal at Advisor Growth Strategies both sat down with our host, Matt Ackermann. Together, they broke down the situation at hand and discussed the topic of succession planning more broadly.

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