{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Advisor Delta™","title":"Keeping it in the family | A mother-daughter succession story","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/5bce7c80\"></iframe>","width":"100%","height":180,"duration":1533,"description":"When succession planning becomes a family affair, the results are both inspiring and instructive. Certified Financial Planners Dale Collins and Courtney Castledine are a real-world example of how to transition a practice thoughtfully and effectively. We sat down with the mother-daughter team to ask about their unique journey building and transitioning a practice. Together, they share candid lessons on communication, client trust and balancing their dynamic while preparing for the future.","thumbnail_url":"https://img.transistorcdn.com/RiZpDVowuv3rbBsp8eNc3zRTHSqRnHi_hxk81bwGWvI/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS84NzRk/OWZkOGFkMDQzYWI0/NWZjOGZkZmI4NDAx/OTViOS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}