Today we're joined by Shehab Mohammad, a Managing Executive at Royal Alliance and President & CEO of NWF Advisory Group, headquartered in Los Angeles, California. Tina and Shehab discuss how Shehab entered the financial services industry, how he supports his network of 80+ advisors with continuity planning, and the importance of having a continuity plan on file. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Visit mysuccessionplan.com for additional information!

My Succession

Continuity Planning, a Manager’s Perspective | Shehab Mohammad

Today we're joined by Aaron Titze, Certified Financial Planner and founding partner of GT Financial Advisors, LLC. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Visit mysuccessionplan.com for additional information!

Business Acquisition Done the Right Way | Aaron Titze

Today we're joined by Autumn Soltysiak, Financial Advisor & Certified Financial Planner with Hemming&. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Visit mysuccessionplan.com for additional information!

A Next Gen’s Perspective on an Internal Transition | Autumn Soltysiak

Today we're joined by Jennifer A. Moore, CFP®, ChFC, and President and Founder of TriOak Financial Group in Beaumont, TX. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Visit mysuccessionplan.com for additional information!

Continuity Planning: What you Need to Know | Jennifer Moore

Today we're joined by Mike Webb, Vice President of Webb Financial Consultants in Chattanooga, TN. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Visit mysuccessionplan.com for additional information!

Acquisition: Understanding the Dynamics | Mike Webb

Today we're joined by Shehab Mohammad, a Managing Executive at Royal Alliance and President & CEO of NWF Advisory Group, headquartered in Los Angeles, California. During our conversation, Shehab shares the ins & outs of acquiring an OSJ and advisory businesses. He explains the hurdles that have to be overcome by both a buyer and a seller, including emotional considerations. Shehab continues with his experiences and shares what has made the difference in making his acquisitions successful. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Visit mysuccessionplan.com for additional information!

OSJ Acquisition | Shehab Mohammad

Today we're joined by Jim Spina, of Woodbury Financial Services and Spina Financial Services, located in Orange County, CA. During our conversation, Jim discusses a very complicated continuity plan that he wasn’t sure he would be able to implement and how easy he found it to be with the help of our Succession and Acquisition Team. Jim shares what led him to the realization that he needed to make continuity a priority and what steps he took to accomplish his goals. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Visit mysuccessionplan.com for additional information!

Continuity: A Complicated Problem with a Simple Solution | Jim Spina

Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Visit mysuccessionplan.com for additional information!

Welcome to My Succession!

Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc, as broker/dealers, registered investment advisors and members of FINRA and SIPC. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379 Visit http://www.mysuccessionplan.com for additional information!

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My Succession

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