FPA LIVE: Your Practice Won’t Run Itself Forever
Episode 81

Most financial planners know they should have a succession plan, but far fewer have one. The gap between knowing and doing is why we need this conversation. In this episode of FPA LIVE, we’re joined by Jason Henderson, Principal at Edward Jones, to talk about why succession planning keeps getting pushed to the back burner, and what it costs when it does. Jason brings a rare perspective to this conversation: he’s been a financial advisor, and he’s led at the enterprise level. He knows both sides of the table. If you’ve been meaning to get serious about what comes next for your practice, you need to tune in.

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