Welcome to the Advisor Succession Podcast, hosted by Jason Brotsky and Clayton Shearer. As “financial advisors turned entrepreneurs turned business partners”, Jason and Clayton have had extensive experience helping financial advisors execute their ideal succession plans while creating a dynamic team environment at their company, Strategic Partners Financial Group. Join the fun as Jason and Clayton share their succession planning tips, tricks, and self-deprecating humor to help you make succession planning a bigger part of your practice!
White Glove
FP Transitions and Integrated Partners
Jeff Nash
Jim Martin, Gregg Gonzalez, Jeff Coplan & Brad Warhurst - Rainmakers
Elite Consulting Partners
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Elite Financial Advisors
Elite Financial Advisors
Dr. Travis Parry
Christy Eduarte
Truelytics
C
Mindy Diamond - Financial Advisor Recruiter and Consultant
Mindy Diamond - Financial Advisor Recruiter and Consultant
Mike Garrison
Sean Kernan: CFP, Independent Financial Advisor and Blogger
Evan J Mayer
Top of the Table
Sean Kernan
The Personal Coach
ForeverBeauty Essentials
Christian Advisor
Chick Chat
secret advisors
Gregory Douglass
Vanessa Lopez-Kopp&Lisa Hansen
Jessica Shea
Cole Hanson
Mati Hughes
Brad Wales
Sten Morgan & Andy Traub
Anne Le
Mindy Diamond - Financial Advisor Recruiter and Consultant
kestrapwsoutloud
Benjamin Ong
Ryan Shanks
Profitable Service Advisor
Mike Walters
Cuddly Home Advisors
Bentley University Study Abroad
Minister Kesha Ellison
RFG Advisory
Maria-Mirabela Dafin
Mara Elizabeth Grigg
3xEquity
Cuddly Home Advisors
International Office
Stuart Coles Coworth Investments
Tom Hine
BFD Advisors
Jeremy Houser
Adam Holt and Derek Notman
Chip Munn
Impact Communications, Inc.
Rob Jacomen, Host
Advisor Hustle
None
Pete Bush
Nico W Kleynhans
Unified Trust
Justin Castelli, CFP®
Joseph Lukacs
Advisor Group
saragrillo, Author at Sara Grillo
Daniel Pimental
Financial Planning
Cuddly Home Advisors
Mike Salvatore
USA Financial
Tyler Holleran
LaSalle St.
Cuddly Home Advisors
Jonathan Kuttin
Dimensional Fund Advisors
Fanci and Steve
Brad Johnson
Paul Kingsman
SkyView Partners
Doug Fritz
mariabethel
TD Ameritrade Institutional
Paa Kwesi Inkumsah
Keystone School
tru Independence
Jeremy Jessley Tan
Distribution Transformation
Ezzat Daniel Nesseim
Wesley Forster
Suzanne Siracuse
Caprice Gibson
Laura Gregg and David Partain
Succession Link
David DeCelle
Adri Miller-Heckman
Ezzat Daniel Nesseim
College Pirates
Stephanie Sammons, Zack Miller, Online Marketing for Financial Advisors
Erika Commisso
Steve Sanduski
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