Artwork
iconShare
 
Manage episode 358159167 series 3324283
Content provided by Dimensional Fund Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dimensional Fund Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Joe Stephan of Stephan Independent Advisory experienced a familial succession firsthand when his father passed his advisory firm on to him. The transition left him with a desire to help other advisors in strategically planning for succession, either within the family or externally. He shares key considerations for advisors preparing for succession, the nuances of a transition within a family, and how succession is impacted by the current state of the financial advisory industry in Australia.

  continue reading

59 episodes