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Many business owners lack firms that can endure beyond their direct ownership.
What happens when you sell your business? Have you set that business up to have a thriving legacy without your ownership? Will your life have significance once you’re not the person in charge?
Ray Sclafani, Founder and CEO of ClientWise, a coaching and consulting company that through one of its signature programs, Success in Succession™, provides a proven platform to support financial professionals committed to building enduring firms, joins the show to share his expertise in the realm of business succession.
KEY TOPICS
- Business succession planning
- Transferring trust to new leadership
- Life after retirement or selling your business
- The importance of ongoing personal development plans
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MENTIONED IN THIS EPISODE
Ray’s book, “You’ve Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships”: https://www.amazon.com/Youve-Been-Framed-Management-Relationships/dp/1119062012/ref=sr_1_1?crid=KC59XDRWQISP&keywords=ray+sclafani+you%27ve+been+framed&qid=1665956601&sprefix=ray+sclafani+youve+been+framed%2Caps%2C251&sr=8-1
Mark Tibergien: https://www.linkedin.com/in/marktibergien/
Dan Sullivan: https://resources.strategiccoach.com/authors/dan-sullivan
Elizabeth “Liz” Nesvold: https://www.linkedin.com/in/elizabeth-nesvold-9421065/
CONNECT WITH RAY SCLAFANI
ClientWise: https://www.clientwise.com/
LinkedIn: https://www.linkedin.com/in/raysclafani/
Twitter: https://twitter.com/raysclafani