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Opportunities in Succession Planning

Succession planning expert Laurie Nichols describes what it takes to be successful in the field of succession planning.

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Practice Management Podcasts

March 28, 2023

We hold our final conversation with Laurie Nichols of Laurie Nichols Coaching on our NextGen in 10 Podcast about how next-gen advisors and professionals can be responsible successors to their former leaders and mentors while also leaving their own mark on an organization. This episode concludes a conversation on succession planning and how it can be a lucrative and satisfying specialization in financial planning for next-gen professionals.

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