There is no doubt that business owners have hectic schedules and work tirelessly to maintain what they have created. However, it is vital to take a step back and create an exit plan for the business that you have put all of your effort into. Dave Hostetler sits down with us today to discuss how he helps financial advisors put together an exit plan and some steps you should take now if you want to reitre in the near future.

About Dave Hostetler:

Dave is the Vice President Of Strategic Development at FIG. Over his career, Dave has coached over 400 advisors and their teams. He enjoys being a resource for financial professionals and has a passion for helping them grow their business through his strong service ethic. 

​LinkedIn: https://bit.ly/2Soc5En

Dave's Article: https://bit.ly/3j5ZsJc

Key Moments:

1:21 - Dave’s Background

3:28 - What Kind Of Coaching Did Dave Do?

4:45 - Common Topics That Are Brought Up

6:23 - Is Remote Work Still Popular?

7:17 - Finding Talent

10:26 - Current Environment For Succession & Exit Planning

11:56 - Why Is The Demand So High?

15:42 - If An Advisor Is Looking To Retire In The Near Future, Where Do They Start?

21:55 - Making Your Business More Valuable

25:41 - How Often Should You Update The Data?

27:57 - What Is Surge?

32:26 - Who Is An Ideal Client?

33:26 - Next Continuity/Succession Planning Program

35:52 - Final Thoughts

Contact:

The FIG Sales Symposium: figsymposium.com

Josh's Email: [email protected]

Shawn's Email: [email protected]