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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Mar 7, 2017

In this interview, Eric gives us some background about Austin Asset today and its incredible growth since he joined the firm in 1997. He shares candidly about how he and his mentor John Henry McDonald complemented each other as they navigated the challenges of a growing firm. 


While we discuss the nuts-and-bolts of succession planning, we also touch on the oft-ignored emotional aspects of such a transition. Eric also talks about the book he co-wrote on the subject, Success and Succession, which he hopes will make this natural part of the industry less lonely and more navigable for all financial planners.

Get the full show notes and transcript for this episode at: https://www.kitces.com/10 

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