{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Gray to Great","title":"16. Advisors Plan for Everyone’s Retirement—Except Their Own | Andrew Mirolli","html":"","width":"100%","height":180,"duration":1600,"description":"In this episode, Dan Dal Degan speaks with Andrew Mirolli, co-founder of buyAUM, about the unique challenges and opportunities faced by financial advisors, particularly in the context of succession planning and retirement. Andrew shares his journey from a financial wholesaler to a business owner focused on helping advisors navigate their transitions. The conversation delves into the emotional aspects of selling a business, the importance of planning for life after work and the need for a structured approach to succession. Andrew emphasizes the significance of finding purpose in the next chapter of life and offers advice for business owners looking to prepare for their future. More About Andrew Mirolli: Andrew Mirolli, CEPA®, is Co-Founder and Head of Client Services at buyAUM.com, where he partners with Registered Investment Advisors to grow through acquisition and navigate succession planning with confidence. He works with both buyers and sellers to structure transitions that protect enterprise value, preserve client relationships, and honor the legacy that advisors have built. Prior to buyAUM.com, Andrew worked directly with advisors in roles across wholesaling, capital markets, and advisory consulting. Early in his career, he worked closely with RIAs and independent advisors, building relationships across the industry and gaining a foundation for how advisory practices are built, scaled, and eventually transitioned. Andrew is a Certified Exit Planning Advisor (CEPA®) and he holds his Series 63 license. His practical focus is on helping advisors think beyond discretionary revenue to the structural and relational elements that drive valuation and continuity. He graduated from the University of Georgia with a degree in Real Estate Development and currently resides outside Atlanta.Follow Great Gray on LinkedInChapters00:00 Introduction01:03 Introduction and Andrew's Journey with BuyAUM04:29 The Importance of Succession Planning06:36 Finding Purpose After...","thumbnail_url":"https://img.transistorcdn.com/d11tL9YS7YTdJCNiX0hxLiUgeRszqDe6XetqSX9znJo/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80NWM3/OWQwZmRkM2EwNTY1/Njk2OTYyZWFjYjAx/Y2ZkMi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}