Behind the Advisor | Podcast for Financial Advisors

August 17, 2016

Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Are you thinking about becoming part of an existing financial planning firm's succession plan and taking over the business at some point down the road?

Listen now

1 2 3 4

Unlock behind-the-scenes content—subscribe now!

XYPN’s 2024 Benchmarking Study Highlights LIVE
The Art of Client Onboarding
A Decade of Building XYPN from the Inside Out
Navigating the Transition: How XYPN Sapphire Simplifies Going Solo

XYPN Podcast (408)
Journey Makers (398)
Entrepreneurship (124)
Financial Advisors (102)
Running an RIA (93)
Niche (69)
Start an RIA (54)
Business Development (50)
Client Services (43)
Client Engagement (41)
Fee-only advisor (37)
Lifestyle, Family, & Personal Finance (36)
Marketing (31)
Growing an RIA (28)
Market Trends (27)
Client Acquisition (25)
Practice Management (25)
Digital Marketing (21)
Process (21)
Transitioning Your Business (21)
Financial Education & Resources (19)
Transitioning To Fee-Only (18)
Compliance (17)
Technology (17)
Scaling an RIA (16)
Career Change (14)
Community (14)
RIA (14)
Sales (13)
Partnership (9)
Employee Engagement (8)
Investment Management (8)
XYPN LIVE (7)

See all

Ways to Join

Use Cases

Advisor Success

Case Studies

Emerald

Add-ons

Sapphire

Case Study

Topics

Resources

Events

August 17, 2016

Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Unlock behind-the-scenes content—subscribe now!

XYPN Makes it Possible

Ways to Join

Use Cases

Advisor Success

Case Studies

Emerald

Add-ons

Sapphire

Case Study

Topics

Resources

Events

Behind the Advisor / Practice Management (4)

August 17, 2016

Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Unlock behind-the-scenes content—subscribe now!

Listen

XYPN Makes it Possible