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Ep. 30 | Succession Planning for Advisors: Start Now or Regret Later? episode artwork

EPISODE · Jan 10, 2026

Ep. 30 | Succession Planning for Advisors: Start Now or Regret Later?

from Unfiltered and Unstoppable · host Rob Romesburg

Host Rob Romesburg is joined by Tim Brown to break down why succession planning for advisors cannot wait. They explore why succession planning is more than an exit strategy, how it protects clients and team members, and the role it plays in building long-term practice value.

What this episode covers

Host Rob Romesburg is joined by Tim Brown to break down why succession planning for advisors cannot wait. They explore why succession planning is more than an exit strategy, how it protects clients and team members, and the role it plays in building long-term practice value.

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Ep. 30 | Succession Planning for Advisors: Start Now or Regret Later?

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This episode was published on January 10, 2026.

What is this episode about?

Host Rob Romesburg is joined by Tim Brown to break down why succession planning for advisors cannot wait. They explore why succession planning is more than an exit strategy, how it protects clients and team members, and the role it plays in building...

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