Why Your Advisor Needs a Succession Plan Before They Reti...

What this episode covers

Episode 13 of The Financial Advisor Podcast with Fexingo explores what happens to clients when their financial advisor retires without a plan. Lucas and Luna walk through the real case of a 68-year-old RIA owner in Ohio who sold his practice to a roll-up firm, leaving clients with a new advisor they never met. They discuss the difference between internal succession (grooming a junior partner) and external sale (private equity or aggregator), what clients should ask their advisor right now, and why the CFP Board's new succession-planning requirement matters. Also, a quick look at the demographic cliff: over 40% of advisors are over 55, according to Cerulli Associates. Practical questions listeners can ask their own advisor this week. #FinancialAdvisor #RetirementPlanning #SuccessionPlanning #RIA #CFPBoard #CerulliAssociates #WealthManagement #AdvisorTransition #ClientRights #FiduciaryDuty #PrivateEquity #AdvisorAging #ClientProtection #FinancialPlanning #Finance #AdvisorClientRelationship #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Financial Advisor Podcast with Fexingo: Working with Planners, Fiduciary Duty, and Advice?

This episode is 6 minutes long.

When was this The Financial Advisor Podcast with Fexingo: Working with Planners, Fiduciary Duty, and Advice episode published?

This episode was published on May 26, 2026.

What is this episode about?

Episode 13 of The Financial Advisor Podcast with Fexingo explores what happens to clients when their financial advisor retires without a plan. Lucas and Luna walk through the real case of a 68-year-old RIA owner in Ohio who sold his practice to a...

Can I download this The Financial Advisor Podcast with Fexingo: Working with Planners, Fiduciary Duty, and Advice episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.