124: Advisor Succession Planning with Gary Sinderbrand episode artwork

EPISODE · Apr 10, 2025 · 36 MIN

124: Advisor Succession Planning with Gary Sinderbrand

from Aligned Money Show · host Aligned Money Show

We focused on financial advisor succession planning, the reality that a large chunk of current advisors will be retiring within the next 10 years, how to find the right advisor to transition your clients to, the right and wrong way of doing it, and how to get started, with Gary Sinderbrand, Top-Performing Advisor, Coach, and Consultant.      Listen to hear a difference-making tip on how to know if you’ve already identified the right advisor to succeed you!You can learn more about Gary at BetterPathTraining.com, YouTube, and LinkedIn. Did you get anything out of this episode? Do us a solid and leave a review:https://ratethispodcast.com/alignedmoneyshow Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. Buy George G a coffee (he loves coffee)https://www.buymeacoffee.com/lifebloodHave George G speakhttps://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companieshttps://moneyalignmentacademy.com/ Find George G’s books herehttps://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

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124: Advisor Succession Planning with Gary Sinderbrand

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