This episode dives into the finer points of succession planning including the following:<ul><li>the structure of a good succession plan</li><li>the advisor partnership transition</li><li>career tracking implications</li><li>compensation, client transitions</li><li>leveraging a good succession plan to differentiate the recruiting process</li></ul> Our guests are Merrill Stewart from Allegacy Federal Credit Union and Kyle Stroud from Centennial Bank.

This episode dives into the finer points of succession planning including the following:the structure of a good succession planthe advisor partnership transitioncareer tracking implicationscompensation, client transitionsleveraging 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.

This episode dives into the finer points of succession planning including the following:<ul><li>the structure of a good succession plan</li><li>the advisor partnership transition</li><li>career tracking implications</li><li>compensation, client transitions</li><li>leveraging a good succession plan to differentiate the recruiting process</li></ul> Our guests are Merrill Stewart from Allegacy Federal Credit Union and Kyle Stroud from Centennial Bank.

Structuring a Good Succession Plan

BISA Industry TrendWatch is a monthly series with industry leaders discussing investment services trends in the financial institutions channel as monitored by the Stathis Partners monthly benchmarking study. The data on productivity trends can be accessed on the BankChannelResearch.com data portal and our job with these podcasts is to bring these trends to life with executives who are leading the charge.

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Structuring a Good Succession Plan

Structuring a Good Succession Plan