Practice Management | Podcasts
Opportunities in Succession Planning
We hold our final conversation with Laurie Nichols of Laurie Nichols Coaching on our NextGen in 10 Podcast about how next-gen advisors and professionals can be responsible successors to their former leaders and mentors while also leaving their own mark on an organization. This episode concludes a conversation on succession planning and how it can be a lucrative and satisfying specialization in financial planning for next-gen professionals.
March 28, 2023
March 28, 2023
About The College | Insights
Research Reveals: New Ways of Approaching the Financial Services Profession
March 10, 2023
Representation | Insights
Introducing the 2023 Women Working in WealthSM Award Winners
March 08, 2023
