Episode 5: What did we learn from the Lapitos?
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
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
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?
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
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
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!
