In this episode, Jeff and Paul discuss: 

• Guiding successful successions. 
• Succession scenarios that fall through. 
• Thinking bigger sooner. 
• Attracting and retaining talent. 

Key Takeaways: 

• Finding the right successor starts with cultural alignment, not only with the founder, but with your existing team and clients as well. 
• When things don’t go as planned, partnership and alignment from culture are more important than ever. 
• The more refined and intentional you can get around identifying your ideal client profile, as well as your unique value proposition, the more you’re going to be able to accelerate primary source growth.
• It’s about culture and talent. If you can get those right, that is foundational to your talent acquisition, retention, and organizational growth.

"Growth for the sake of growth is not a great thing. Intentional growth is optimal." —  Paul Stetz

Connect with Paul Stetz:

LinkedIn: https://www.linkedin.com/in/paul-stetz/

Connect with Jeffrey Concepcion: 

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/