Mar 16, 2023
Joe Stephan of Stephan Independent Advisory experienced a familial succession firsthand when his father passed his advisory firm on to him. The transition left him with a desire to help other advisors in strategically planning for succession, either within the family or externally. He shares key considerations for advisors preparing for succession, the nuances of a transition within a family, and how succession is impacted by the current state of the financial advisory industry in Australia.