Succession Planning for Your Advice Business

Praemium Advice Leaders

Dec 13 2023 • 8 mins

In this episode of the Praemium Advice Leaders podcast, Samantha Hawkins interviews Bob Neill, the founder and director of Seaview Consulting, about succession planning for advice businesses.

Bob discusses why succession planning is important, even for young businesses, and shares his advice on how to create a succession plan that works for you and your business.

This episode is a must-listen for any financial planner who is serious about planning for future business transitions.

For more information on succession planning for financial advice businesses, watch the full webinar with Bob Neill now: Mastering succession planning for advice firms.