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Bulabildiğimiz en iyi Succession podcast'ler (temmuz 2020 güncellendi)
Bulabildiğimiz en iyi Succession podcast'ler
Temmuz 2020 güncellendi
Milyonlarca Player FM kullanıcısına katılın ve haberlerini ne zaman isterseniz, hatta çevirim dışı olsanız bile alın. Ödün vermeyen ücretsiz podcast uygulaması ile daha akıllı podcast deneyimi. Hadi dinleyelim!
En sevdiğin şovları internet üzerinden yönetmek ve Adroid ve iOS uygulamalarımızda çevirim dışı dinlemek için dünyanın en iyi podcast uygulamasına katılın. Ücretsiz ve kolay!
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show episodes
 
Succession Link is the leading networking and communication platform connecting financial advisors who are interested in buying, selling or merging their practices. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities.
 
Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc, as broker/dealers, registered in ...
 
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show series
 
Tara and David recap season 2 episode 10 of Succession, "This Is Not For Tears." Shownotes (52:30) Winners and Losers, and Quote of the Week Email us at successionpodcast(At)gmail(dot)com. This podcast is powered by Simplecast, a great way to start your own podcast. Follow Tara on Twitter Check out Tara's TV podcast, Extra Hot Great Follow David on…
 
Tara and David recap season 2 episode 9 of Succession, "DC." Shownotes (52:00) Winners and Losers, and Quote of the Week Read the definitive analysis of Kendall Roy's rap Email us at successionpodcast(At)gmail(dot)com. This podcast is powered by Simplecast, a great way to start your own podcast. Follow Tara on Twitter Check out Tara's TV podcast, E…
 
Tara and David recap season 2 episode 8 of Succession, "Dundee." Shownotes (1:00:00) Winners and Losers of the week (1:03:45) Quote of the week Email us at successionpodcast(At)gmail(dot)com. This podcast is powered by Simplecast, a great way to start your own podcast. Follow Tara on Twitter Check out Tara's TV podcast, Extra Hot Great Follow David…
 
Tara and David recap season 2 episode 7 of Succession, "Return." Shownotes (45:35) Winners and Losers of the week (53:05) Quote of the week Read about Jeremy Strong's performance in Succession Email us at successionpodcast(At)gmail(dot)com. This podcast is powered by Simplecast, a great way to start your own podcast. Follow Tara on Twitter Check ou…
 
Tara and David recap season 2 episode 6 of Succession, "Argestes." Shownotes (48:30) Winners and Losers of the week (55:15) Quote of the week Email us at successionpodcast(At)gmail(dot)com. This podcast is powered by Simplecast, a great way to start your own podcast. Follow Tara on Twitter Check out Tara's TV podcast, Extra Hot Great Follow David o…
 
Tara and David recap season 2 episode 5 of Succession, "Tern Haven." Shownotes (02:24) Recap (58:15) Winners and Losers of the week Email us at successionpodcast(At)gmail(dot)com. This podcast is powered by Simplecast, a great way to start your own podcast. Follow Tara on Twitter Check out Tara's TV podcast, Extra Hot Great Follow David on Twitter …
 
Tara and David recap season 2 episode 4 of Succession, "Safe Room." Shownotes (00:05) Follow-ups (08:40) Recap (42:40) Winners and Losers of the week Email us at successionpodcast(At)gmail(dot)com. This podcast is powered by Simplecast, a great way to start your own podcast. Follow Tara on Twitter Check out Tara's TV podcast, Extra Hot Great Follow…
 
Tara and David recap season 2 episode 3 of Succession, "Hunting." Shownotes (00:24) Recap (52:00) Winners and Losers of the week Email us at successionpodcast(At)gmail(dot)com. This podcast is powered by Simplecast, a great way to start your own podcast. Follow Tara on Twitter Check out Tara's TV podcast, Extra Hot Great Follow David on Twitter Che…
 
Tara and David recap season 2 episode 2 of Succession, "The Vaulter." Shownotes (00:24) Recap (50:10) Winners and Losers of the week Email us at successionpodcast(At)gmail(dot)com. This podcast is powered by Simplecast, a great way to start your own podcast. Follow Tara on Twitter Check out Tara's TV podcast, Extra Hot Great Follow David on Twitter…
 
Tara and David recap the Season 2 premiere of Succession, "The Summer Palace." Shownotes (00:40) Recap (50:34) Winners and Losers of the week Email us at successionpodcast(At)gmail(dot)com. This podcast is powered by Simplecast, a great way to start your own podcast. Follow Tara on Twitter Check out Tara's TV podcast, Extra Hot Great Follow David o…
 
David and Tara are making a Succession podcast! In this preview episode, they recap Season 1 and talk about what they're most looking forward to in Season 2. Email us at successionpodcast(At)gmail(dot)com. This podcast is powered by Simplecast, a great way to start your own podcast. Follow Tara on Twitter Check out Tara's TV podcast, Extra Hot Grea…
 
Today we're joined by Shehab Mohammad, a Managing Executive at Royal Alliance and President & CEO of NWF Advisory Group, headquartered in Los Angeles, California. Tina and Shehab discuss how Shehab entered the financial services industry, how he supports his network of 80+ advisors with continuity planning, and the importance of having a continuity…
 
Today we're joined by Autumn Soltysiak, Financial Advisor & Certified Financial Planner with Hemming&. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation,…
 
Today we're joined by Aaron Titze, Certified Financial Planner and founding partner of GT Financial Advisors, LLC. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, busines…
 
Today we're joined by Mike Webb, Vice President of Webb Financial Consultants in Chattanooga, TN. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and …
 
Today we're joined by Jennifer A. Moore, CFP®, ChFC, and President and Founder of TriOak Financial Group in Beaumont, TX. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, …
 
Today we're joined by Jim Spina, of Woodbury Financial Services and Spina Financial Services, located in Orange County, CA. During our conversation, Jim discusses a very complicated continuity plan that he wasn’t sure he would be able to implement and how easy he found it to be with the help of our Succession and Acquisition Team. Jim shares what l…
 
Today we're joined by Shehab Mohammad, a Managing Executive at Royal Alliance and President & CEO of NWF Advisory Group, headquartered in Los Angeles, California. During our conversation, Shehab shares the ins & outs of acquiring an OSJ and advisory businesses. He explains the hurdles that have to be overcome by both a buyer and a seller, including…
 
In today's episode, I lament about the strategy of an IT resource placement company I recently met, which is selling itself to contractor candidates on the "strength" of its benefit packages. Listen to the show to find out how successful this strategy has proved to be and what could help them, as well as you del listener, to reposition yourself in …
 
PRACTICE FOR SALE:$89MM AUM | $110,000 GDC in Akron, AKView this Listing: https://successionlink.com/advisors/24436/Overview: I am a successful advisor with a stable client base. We are still growing. I would like to find a buyer or successor that can take over the practice or merge with my firm.Succession Link tarafından oluşturuldu
 
PRACTICE FOR SALE:$31MM AUM | $300,000 GDC in Palatine, ILView this Listing: https://successionlink.com/advisors/20170/Overview: Due to restrictions, this advisor is only able to make a transaction with an Ameriprise affiliated advisor. This seller would like to sell the business anywhere in 2018 and would be available for 1 month to help with tran…
 
PRACTICE FOR SALE:$36MM AUM | $325,000 GDC in Leonardtown, MDView this Listing: https://successionlink.com/advisors/24421/Overview: Advisor seeks to transition out of the industry in 4-5 years. Advisor would like to either merge with an advisor with the same broker dealer to formulate a transition plan or entertain an offer for a buyout. Advisor wo…
 
PRACTICE FOR SALE:$30MM AUM | $175,000 GDC in Waukesha, WIView this Listing: https://successionlink.com/advisors/23644/Overview: Advisor seeks to merge with a larger firm before completely selling book of business and exiting. Advisor seeks to find a larger firm to merge with immediately.The ideal candidate is a larger established insurance agency …
 
PRACTICE FOR SALE:$4MM AUM | $35,000 GDC in Boca Raton, FLView this Listing: https://successionlink.com/advisors/24435/Overview: Advisor seeks to merge with another firm for 6 months to one year before advisor completely sells book of business and retires. Advisor seeks to identify a successor in the next 6 months to 1 year.The ideal candidate has …
 
PRACTICE FOR SALE:$30MM AUM | $250,000 GDC in Century City, CAView this Listing: https://successionlink.com/advisors/23627/Overview: Advisor seeks to affiliate with another firm to gain tech support and access to client opportunities. Advisor can bring business and asset management to the affiliate firm. Advisor seeks to affiliate right away.The id…
 
PRACTICE FOR SALE:$10MM AUM | $150,000 GDC in Meridian, IDView this Listing: https://successionlink.com/advisors/21295/Overview: Advisor seeks one of three options: 1) sell book of business immediately, 2) transition thru merger, succession, or continuity in a three year time period, or 3) network with an independent life insurance and/or property/…
 
PRACTICE FOR SALE:$20MM AUM | $85,000 GDC in Butte, MTView this Listing: https://successionlink.com/advisors/23603/Overview: Looking to sell within 1 year.The ideal candidate has more than two years experience with a series 6, series 7, and/or series 66 license with the ability to process REITs and 1031s and is willing to establish a full time pres…
 
PRACTICE FOR SALE:$13MM AUM | $100,000 GDC in Erie, PAView this Listing: https://successionlink.com/advisors/21938/Overview: Advisor seeks to transition his business to a new owner. Advisor seeks this merger to occur in the next 1-3 years with the advisor staying on for one year to ensure a smooth transition before advisor completely sells business…
 
PRACTICE FOR SALE:$20MM AUM | $50,000 GDC in Nassau County, NYView this Listing: https://successionlink.com/advisors/21872/Overview: Advisor seeks to bring on a candidate and work with them for one year before Advisor completely sells book of business. Advisor would like this transition to take place in the next 1 - 5 years.The ideal candidate is a…
 
PRACTICE FOR SALE:$300,000 AGR | $300,000 Premiums in Bronxville, NYView this Listing: https://successionlink.com/insurance/21565/Overview: Looking to sell book of business and stay on for 3-5 years as assistant. Only considering candidates located in or near New York City. Great buy for someone who values also the non-financial benefits of having …
 
PRACTICE FOR SALE:$33MM AUM | $378,000MM GDC in Olympia, WAView this Listing: https://successionlink.com/advisors/21917/Overview: Practice is 90% Fee based RIA and 10% brokerage based. RIA side, financial planning and investment modeling. Algorithms to run the growth models and build income models separately. On the brokerage side variable annuitie…
 
PRACTICE FOR SALE:$33MM AUM | $378,000MM GDC in Westlake Village, CAView this Listing: https://successionlink.com/advisors/20986/Overview: Advisor is a solo financial planning practice, but would like to be part of an ensemble practice with others, where the clients are the clients of the firm. It would also serve as a succession plan in case of de…
 
PRACTICE FOR SALE:$21MM AUM | $350,000MM GDC in Richmond, CAView this Listing: https://successionlink.com/advisors/23708/Overview: Advisor seeks to retire completely and sell book of business. Advisor seeks to work with buyer for 4-5 months to ensure a smooth transaction. Advisor seeks to succeed as soon as possible.The ideal candidate is an enroll…
 
PRACTICE FOR SALE:$10MM AUM | $112,000 GDC in Lake Mary, FLView this Listing: https://successionlink.com/advisors/22003/Overview: Advisor seeks to merge with another firm or completely sell book of business and retire. Advisor seeks to succeed in the next five years. The ideal candidate has experience working with overseas asset managers and UK fin…
 
PRACTICE FOR SALE:$7MM AUM | $70,000 GDC in Greensboro, NCView this Listing: https://successionlink.com/advisors/23523/Overview: Advisor seeks to completely sell book of business and retire. Advisor seeks to complete transaction in the next two years.The ideal candidate has between 5 and 10 years of experience and is familiar with mutual funds, equ…
 
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