Ep #37: The Career of Will Kaplan: From Failed Partnership to Firm Owner
Behind The Advisor · Behind The Advisor
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Show Notes
This episode is full of insight into a situation that a lot of planners face. Before building his successful firm, Will was part of a firm whose partnership fell apart. He joins us to share his unique, first-hand perspective on how a partnership fallout can happen.
Will goes into why he started Halcyon after his failed partnership and shares his ideas on how to buy a firm from an older planner who is getting ready to retire.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/37