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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Welcome to The Art of Succession Podcast. Host Barrett Young talks with Joseph Curry, Founder of Retirement Planning Simplified and a CFP/CEPA specializing in small business succession and retirement. Joseph shares his journey from joining his father’s advisory firm to buying and transforming another advisor’s practice. He talks about shifting to evidence-based investing, narrowing his client focus, and building systems that allow him to serve fewer clients with more depth. He also discusses how exit planning helps business owners shape a future they can enjoy.
Joseph shares his experience of buying and reshaping a financial advisory firm. They explore Joseph’s path from working in his father’s practice to building a client-focused, planning-first business. He explains how he shifted away from transactional services, adopted evidence-based investing, and used education to better serve clients. Joseph also talks about managing team changes, setting up clear systems, and helping business owners prepare for retirement and exit. His thoughtful, steady approach shows how clear planning leads to real progress.
Key Takeaways:
- Joseph’s journey from joining his father’s firm to buying his own practice.
- How he shifted from selling products to giving full financial advice.
- Why is client education at the center of his business?
- What worked and what was hard during a real succession plan.
- How does he help business owners plan exits they feel good about?
Here are a few quotes from the episode:
- “Markets work. Let them work for you.” - Joseph Curry
- “Not every client is the right fit.” - Joseph Curry
- “Exit planning is about options.” - Joseph Curry
Join Joseph Curry as he shares real-life lessons on buying a firm, building trust with clients, and turning a practice into a planning-first business that helps owners retire with confidence and clarity.
Episode Highlights
[00:00] - Teaser
[02:03] - Intro to the show and guest Joseph Curry
[03:22] - How Joseph found his start in financial planning
[06:44] - Talking with his dad about leaving the family firm
[08:50] - Bringing clients and shifting investment approach
[11:05] - What evidence-based investing really means
[14:16] - Structuring the deal and joining as a successor
[19:02] - Navigating client reactions and building education systems
[23:09] - Letting go of clients and aligning on vision
[28:23] - Selling non-core services and refining the business model
[31:51] - Covid Shift, Remote Growth, and Launching Client Education
[33:53] - Balancing Remote Work, Office Life, and Team Changes
[37:04] - Transitioning Client Trust and Leading With Support
[09:02] - Leading Marketing With Education and Core Values
[41:52] - Time Blocking to Balance Clients, Planning, and Marketing
[46:30] - Team Roles, Admin Tasks, and Running on EOS
[48:28] - Why Two Podcasts: Retirement and Exit Planning
[51:20] - Why Most Businesses Fail at Exit and What Owners Miss
[54:40] - Redefining Exit Planning and the Start of the Lightning Round
[59:29] - From Transactional Sales to Advice-Centered Planning
[01:04:18] - Final Thoughts, Contact Info, and Episode Wrap-Up
FOLLOW THE GUEST:
- LinkedIn (Personal Profile): https://www.linkedin.com/in/curryjoe/
- Retirement Planning Simplified (LinkedIn): https://www.linkedin.com/company/retirement-planning-simplified/
- Retirement Planning Simplified (Website): https://www.retirementplanningsimplified.ca/
- Retirement Planning Simplified (YouTube): https://www.youtube.com/channel/UCOnQcuvhpGpJpLjt3w2H6MA
FOLLOW THE HOST:
- LinkedIn: https://www.linkedin.com/in/barrettyoung
- Company LinkedIn: https://www.linkedin.com/company/gwcpa/
- Website: https://gwcpas.com/
- Email: [email protected]
FOLLOW THE PODCAST:
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