Summary: Guest(s): Michael Goodman, CPA/PFS & David DeVoeCategory: Practice Management Michael Goodman, CPA/PFS interviews expert, David DeVoe, on succession planning for personal financial planners, including: How David’s practitioner perspective and his entrepreneurship led him to becoming an expert in succession planning for financial planners How has succession planning has evolved The primary reasons why adoption of formal succession plans remains low The first steps to take toward creating a succession plan Creating a succession plan that aligns with the goals and objectives of your life plan What you need to know when the CPA firm is affiliated with an RIA firm The different approaches for internal succession versus external succession options What is the value of working with a succession planning firm Access the related resources from this podcast: PFP Learning Library: Succession Planning Podcast Series The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.Don’t miss an episode – subscribe to our podcast series on iTunes! And leave us a review so we can continue bringing valuable and relevant content to you.
