<p>Financial professionals Karen Vining and Lena Jo-Hartley share their personal experiences and best practices for developing a succession plan. Listen now for insights to protect the future of your business and clients.</p>

Financial professionals Karen Vining and Lena Jo-Hartley share their personal experiences and best practices for developing a succession plan. Listen now for insights to protect the future of your business and clients.

Succession Planning & Practice Acquisition

Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. 

Women Forward is Osaic's women's initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. © Osaic, Inc.  •  osaic.com

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Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Osaic's women's initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. © Osaic, Inc. • osaic.com

Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. 

Women Forward is Osaic's women's initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann &amp; Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. © Osaic, Inc.  •  osaic.com

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Succession Planning & Practice Acquisition

Succession Planning & Practice Acquisition