WealthTech On Deck: From Wirehouse to Independence-Developing Complete Wealth Managers
Effective succession planning is essential for firms and advisors who want to protect client relationships, drive sustainable growth, and ensure leadership transitions happen smoothly.
In a recent episode of WealthTech on Deck, Kestra Financial President John Amore shares key takeaways from our first-ever succession planning study and offers actionable strategies for advisors preparing for the future. He shares insights from his own career journey, underscores why intentional planning is more critical than ever in today’s advisory landscape, and emphasizes Kestra’s commitment to cultivating complete wealth managers who deliver holistic value to clients.
Listen to the full conversation here.
Uncover Top Factors Contributing to Succession Misalignment Between G1 and G2 Advisors here.
