Navigating Legacy and Stepping into Leadership as a G2 Advisor
Watch the latest episode of Kestra Outloud featuring a panel of firm successors and G2 advisors discussing their unique experiences transitioning into leadership roles within their firms and taking over as the lead advisor for key clients. They’ll also share advice to help firm founders and their G2 successors more effectively prepare for a seamless transition of leadership.
Advisor Panel:
Kerry Jackson, CFP®, Partner and Director of Financial Planning at Fish & Associates
Liz Hand, CFP®, ACC, Owner and Advisor of Pleasant Wealth
Yanni M. Niebuhr, CFP®, Principal and Chief Investment Officer of BFG Financial Advisors
Host:
Mark Schoenbeck, Head of Advisor Engagement, Kestra Financial
