Practice Makeover: Season 3

Take your practice to the next level. With a little advice from the right coaches, watch how InvestmentNews is helping some of the industry’s brightest advisers transform their businesses.

Episode 5: What did we learn from the Lapitos?

April 24, 2015 | Runtime: 13:12

If we learned anything this season, it is that successful succession planning takes a village. Greg Opitz, executive business consultant at Peak Advisor Alliance and Todd Clarke, CEO of CLS Investments, break down some of the key takeaways.

Episode 4: Reaching the succession finish line

April 09, 2015 | Runtime: 9:24

Gabe and Leo Lapito discuss what it was like to finalize their firm's generational transition, how their business has changed and what lies ahead for each of them.

Episode 3: Building a succession plan that will work for you

March 18, 2015 | Runtime: 9:33

You've thought about succession planning. You've talked about succession planning. But how are you going to execute a plan? A pair of experts, John Furey and Greg Opitz, offer tips and strategies that will work for you.

Episode 2: Can your staff handle succession?

March 12, 2015 | Runtime: 9:06

An adviser’s team is the heartbeat of their practice, and during a transition they become even more critical. For Gabe Lapito, some members of his staff had been in place since he was in high school. How did he get them on board with his new plan?

Episode 1: Hunting, fishing and succession planning

February 27, 2015 | Runtime: 10:43

To ensure he enjoys the third act of his life, Leo Lapito and his son, Gabe, have engineered a succession plan for their $175 million practice. The process is difficult, the transition is tough, and each step is critical.

Get ready for Practice Makeover: Season 3

February 20, 2015 | Runtime: 0:32

Take an early look at the third season of InvestmentNews' hit video series Practice Makeover. This edition is set in Montana and focuses on succession planning. Check back for Episode 1 on March 2nd!

 
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