A Pragmatic Process For Advisors Considering A Transition With Linda Willis

Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a transition. Connect With Linda Website: cma.consulting Email: lwillis@cma.consulting LinkedIn: www.linkedin.com/in/lindareidwillis This episode is sponsored by: The Resilient Advisor The Resilient Advisor is the book for Financial Advisors who feel that their business and life are overwhelmed by extreme stress. This book teaches readers how to build a customized ACTION-BASED STRESS REDUCTION SYSTEM that has been proven to help Financial Advisors. The program is based on academically researched strategies from the fields of: • Emotional Intelligence • Posit

What Is The Value Of Your Advisory Practice? An interview with Aaron Hasler.

Valuing your advisory business can be very difficult. There are an incredible number of variables that go into the valuation. Transition Consultant Aaron Hasler of www.aaronhasler.com comes on the podcast to share some of his expertise on this important topic. Connect with Aaron Website: www.aaronhasler.com LinkedIn: Link About Aaron: Aaron brings 12 years of industry experience to Finetooth, most recently as a Regional Director of Branch Development with LPL Financial. Prior to LPL, he was the Regional Vice President of USAdvisors Network, a professional supervisory marketing and practice development firm. A background in compliance and business process management, as well as developing sm

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