Brodrick and Eric sat down with Jim Gold, co-founder of Steward Partners, to talk about the one thing every advisor knows they should deal with… but most kick down the road anyway: succession.

Advisors used to be hunters, now they’re farmers. Great for relationships, not so great when it’s time to hand over the keys. Jim lays out what really happens when billion-dollar practices get stuck in the tar pit, when firms buy you out and erase your name, and when day two after the deal doesn’t look anything like you thought it would.

This one’s a wake-up call. It’s the kind of conversation that makes you rethink the plan you’ve been putting off. And honestly, it’s way too real to ignore.

• Jim Gold on LinkedIn
• Steward Partners
• Brodrick Lothringer on LinkedIn
• Eric Leeper on LinkedIn
• FP Transitions

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