SuccessionFit Podcast
1) Jay Rasmus
“The smaller firms definitely have an issue with getting up to speed with all the laws and the changes. It’s so complex today that unless you have an expertise or do it everyday you can’t just pick it...Show More
2) Carolyn Armitage
“(Advisors) have been there through thick and thin holding their clients’ hands, and it is a very connected service business, where very few advisors are willing to sell out, so to speak, simply to ge...Show More
3) Teresa Benning
“If you’re going to start a business, know how you’re going to get out of that business. Whether it’s 5 years, 10 years, 20 years – what’s your endgame? What do you want to get from this business befo...Show More
4) Jamie Hopkins
“Once you get some success at something, you believe that you always have that success at it, and there’s actually not a lot of good research that proves that out.” In this episode, Tom Hine speaks...Show More
5) Dr. Marien Zanyk
“The nice thing about knowledge and confidence…they’re both cumulative. So, as you go, it keeps on getting better.” In this episode, Tom Hine speaks with Dr. Marien Zanyk. Marien is the CEO and F...Show More
6) Jason Carver
“Just focusing on the numbers and not spending enough time on the cultural fit, or the business fit, or the philosophical fit, or what direction in the business you want to take…you can miss a lot of ...Show More
7) The SuccessionFit Scorecard
“The majority of financial advisors do not realize the scope and time involved in successfully selling their practice to another advisor. Often, advisors regret not beginning the process sooner. Valua...Show More
8) Mike Hurst
“There are two kinds of people: those that do as much as they can, and those that do as little as they can get away with.” In this episode Tom Hine speaks with Mike Hurst, a retired financial advisor...Show More
9) Maria Considine King
“In an industry that spends its time planning for other people’s futures, only 27% of financial advisors have a continuity plan in place.” In this episode Tom Hine speaks with Maria King, the founder ...Show More
10) Introducing SuccessionFit
In this episode, the interviewer becomes the interviewee! Host Tom Hine answers questions on his background in financial planning, his history of acquiring businesses, what motivated him to start a po...Show More