Ep. 30 | Succession Planning for Advisors: Start Now or Regret Later

Описание: How early is too early to think about succession planning? The answer might surprise you.

In this episode of Unfiltered & Unstoppable, host Rob Romesburg sits down with Tim Brown to unpack the real truth about succession planning for advisors and why waiting too long can cost you far more than you think. Together, they break down the biggest misconceptions around succession planning, why it is not just an exit strategy, and how starting early protects your clients, your team, and the long-term value of your practice.

Rob and Tim explain how effective succession planning impacts practice valuation, client retention, and continuity planning, while also discussing the common mistakes advisors make when they put it off. Whether you plan to work another five years or another twenty, this episode will challenge how you think about your advisory business and help you build something that lasts.

If you are a financial advisor who wants to maximize enterprise value, reduce risk, and avoid regret later, this is a must-listen.

#SuccessionPlanning #FinancialAdvisors #PracticeManagement #AdvisorGrowth

CHAPTERS:
00:00 – Welcome to Unfiltered & Unstoppable
01:45 – Introducing Tim Brown
03:10 – What Succession Planning Really Means for Advisors
05:45 – Why Succession Planning is Not Just an Exit Strategy
08:40 – The Cost of Waiting Too Long
12:10 – Protecting Clients Through Proper Planning
15:20 – How Succession Impacts Practice Valuation
18:45 – Common Succession Planning Mistakes Advisors Make
22:10 – Including Team Members in the Succession Plan
25:05 – Continuity Planning vs. True Succession Planning
28:10 – Building a Firm That Lasts Beyond You
31:00 – When Advisors Should Start Succession Planning
34:00 – Final Thoughts and Key Takeaways


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The opinions herein may be from a personal experience and may not necessarily be those of Gradient Financial Group, its employees, or affiliates. Any results, topics, or outcomes are for informational purposes only. Financial Professional Use Only. Rob Romesburg does not render tax, legal, or accounting advice and is not affiliated with or endorsed by the Social Security Administration or any government agency.

Advisory services are offered through The Viable Group, Inc., a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through Viable Strategies, Inc., an affiliated company. The Viable Group, Inc. and Viable Strategies, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency.

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The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.