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Structuring a Good Succession Plan
Episode 47 • 13th May 2025 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:58:32

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This episode dives into the finer points of succession planning including the following:

  • the structure of a good succession plan
  • the advisor partnership transition
  • career tracking implications
  • compensation, client transitions
  • leveraging a good succession plan to differentiate the recruiting process

Our guests are Merrill Stewart from Allegacy Federal Credit Union and Kyle Stroud from Centennial Bank.

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