Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession planning solutions for Advisors and their clients. 
<a href="https://icgnext.com/">Learn More</a>
 
Talk to Garrett: 
Call: 919-561-2436
Email: <a href="mailto:Garrett@theadvisoradvocates.com">Garrett@theadvisoradvocates.com</a>
Schedule Meeting: 
<a href="https://calendly.com/advisor-advocates-garrett/contributing-partnership">Meeting Link: Firms</a> 
<a href="https://calendly.com/advisor-advocates-garrett/call-with-garrett-layell-a">Meeting Link: Advisors</a>

Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession planning solutions for Advisors and their clients. Learn More Talk to Garrett: Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors

Managing Partner of ICG Next James Costabile &amp; Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession planning solutions for Advisors and their clients.&nbsp;
<a href="https://icgnext.com/" rel="noopener noreferrer">Learn More</a>
&nbsp;
Talk to Garrett:&nbsp;
Call: 919-561-2436
Email: <a href="mailto:Garrett@theadvisoradvocates.com" rel="noopener noreferrer">Garrett@theadvisoradvocates.com</a>
Schedule Meeting:&nbsp;
<a href="https://calendly.com/advisor-advocates-garrett/contributing-partnership" rel="noopener noreferrer">Meeting Link: Firms</a>&nbsp;
<a href="https://calendly.com/advisor-advocates-garrett/call-with-garrett-layell-a" rel="noopener noreferrer">Meeting Link: Advisors</a>

Solving the Succession Equation

Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.

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Solving the Succession Equation

Solving the Succession Equation