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Making Succession Planning an Opportunity

Tim Kochis, a leading expert on succession planning, joins Mark Pitre of California Financial Advisors, a CNBC FA 100 firm that has leveraged succession planning to grow its practice, to discuss the big opportunity to acquire new clients, keep the current clients happy, all while setting your firm on a course for lasting success.
17:11
Wed, Jun 30 20211:10 PM EDT

As the average age of financial advisors continues to climb, hundreds of firms face uncertain futures, and no client wants to stay with a firm that might not outlive its current owners. Tim Kochis, a leading expert on succession planning, joins Mark Pitre of California Financial Advisors, a CNBC FA 100 firm that has leveraged succession planning to grow its practice, to discuss the big opportunity to acquire new clients, keep the current clients happy, all while setting your firm on a course for lasting success.