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Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]
Manage episode 511314849 series 2482489
In this episode the host Matthew Jarvis and guest Dustin Mangone discuss the intricacies of succession planning for financial advisors, particularly focusing on the roles of Gen 2 advisors in initiating conversations about internal succession. They explore the importance of being proactive, understanding market dynamics, and preparing financials for a successful exit. The conversation also delves into common pitfalls in deal structures, financing strategies, and the realities of M&A reports, emphasizing the need for advisors to be well-informed and prepared in a competitive market.
Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Dustin Mangone: Website | LinkedIn
858 episodes
Manage episode 511314849 series 2482489
In this episode the host Matthew Jarvis and guest Dustin Mangone discuss the intricacies of succession planning for financial advisors, particularly focusing on the roles of Gen 2 advisors in initiating conversations about internal succession. They explore the importance of being proactive, understanding market dynamics, and preparing financials for a successful exit. The conversation also delves into common pitfalls in deal structures, financing strategies, and the realities of M&A reports, emphasizing the need for advisors to be well-informed and prepared in a competitive market.
Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Dustin Mangone: Website | LinkedIn
858 episodes
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