{"id":2324,"date":"2022-11-21T03:53:57","date_gmt":"2022-11-21T11:53:57","guid":{"rendered":"https:\/\/yourdedicatedfiduciary.com\/?p=2324"},"modified":"2023-06-19T12:49:34","modified_gmt":"2023-06-19T19:49:34","slug":"succession-planning-for-financial-advisors","status":"publish","type":"post","link":"https:\/\/yourdedicatedfiduciary.com\/?p=2324","title":{"rendered":"Succession Planning for Financial Advisors"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-2327\" src=\"https:\/\/yourdedicatedfiduciary.com\/wp-content\/uploads\/2022\/11\/FP-Transitions-1-300x62.png\" alt=\"\" width=\"300\" height=\"62\" \/>Are you a financial advisor looking for succession planning? Vance Barse, CPWA\u00ae, AIF\u00ae and James Fisher of FP Transitions discuss key insights every seller and buyer should know about the succession planning process.<\/p>\n<p>Succession planning for financial advisors is a hot topic in the financial services industry. How does a retiring financial advisor find the right successor? What are the key factors that a seller and buyer should consider as part of the merger and acquisition process?<\/p>\n<p>Vance Barse, CPWA\u00ae, AIF\u00ae and James Fisher of FP Transitions share important insights every seller and buyer should know about the succession planning process in this interview at the Wealth Management EDGE conference.<\/p>\n<p><iframe loading=\"lazy\" title=\"Vance Barse and James Fisher On Finding The Right Fit For Acquisitions\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/KgUOK2fNWiM?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you a financial advisor looking for succession planning? Vance Barse, CPWA\u00ae, AIF\u00ae and James Fisher of FP Transitions discuss key insights every seller and buyer should know about the succession planning process.<\/p>\n","protected":false},"author":15,"featured_media":2330,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","cybocfi_hide_featured_image":"yes","footnotes":""},"categories":[148,18,175],"tags":[132,179,181,82,180],"class_list":["post-2324","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financial-advisor","category-financial-planning","category-video","tag-fp-transitions","tag-informa","tag-mergers-aquisitions","tag-succession-planning","tag-wealth-management-edge"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ 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