Building a Thriving Financial Practice & Establishing a Succession Plan with Adam Goetz

In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Adam Goetz, a partner at Burstin & Goetz in Pittsburg and a representative with Mass Mutual. Learn how thoughtful succession planning transformed Adam’s business into its thriving form today. Chip and Adam also discuss

• the challenges new advisors face in the financial planning business
• humble beginnings in the financial planning business and what enabled them to flourish into their current roles
• how to grow a practice inorganically by having the right conversations with potential acquisition partners

Chip and Adam provide the valuable inside scoop on how they approach and manage relationships before and after a practice acquisition and how it can help grow your practice, too.