86 min listen
Ep 274: Succession Planning vs Continuity Planning In A Seller's Market with Maria King
Ep 274: Succession Planning vs Continuity Planning In A Seller's Market with Maria King
ratings:
Length:
90 minutes
Released:
Mar 29, 2022
Format:
Podcast episode
Description
Maria King is the President and Co-Founder of Transcend Practice Management, a practice management coaching and consulting firm based in Concord, Massachusetts. Maria helps advisors with hiring and compensation plans for next-generation advisors, and goes one step further by creating legacy plans to outline an arrangement for succession. In this episode, she joins the show to discuss how she helps advisors focus on their firm's values—including business, culture, and client experience—to ensure that they choose a well-aligned successor. Listen in as we talk in-depth about how Maria utilizes the four pillars of consulting, coaching, human resources, and internal firm growth to create bespoke legacy plans for her clients. You'll learn how she helps advisors understand why it’s important to recognize that their business succession decisions have a ripple effect that impacts family, staff, colleagues, and (of course) clients. For show notes and more visit: https://www.kitces.com/274
Released:
Mar 29, 2022
Format:
Podcast episode
Titles in the series (100)
Ep 014: Validating Your Advisor Value Proposition And Overcoming Imposter Syndrome With Carl Richards: Advisor, author, and speaker Carl Richards joins us to talk about his career, impostor syndrome, and how other advisors can kick it to the curb. by Financial Advisor Success