In this episode of Capitaliz Insights, Craig interviews Joe Scheid, the owner of Strategic Financial Concepts and Managing Partner of Legacy Advisors Arizona. Joe shares how he recognized the need for Exit Planning in the market and his involvement with the Legacy Advisors Network. The discussion also covers the LAN’s growth and plans for the future, including their partnership with Capitaliz.
Craig and Joe highlight the importance of strategic partnerships in the succession, exit, and continuity planning space, emphasizing the significance of collaboration between advisors. The episode explores building strategic partnerships in the exit planning industry, risk areas when working with business owners, and LAN’s process in growing their network.
Tune in this week to gain valuable insights on exit planning and strategic partnerships, and discover how collaboration can benefit advisors and their clients.