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“There are two kinds of people: those that do as much as they can, and those that do as little as they can get away with.” In this episode Tom Hine speaks with Mike Hurst, a retired financial advisor who went through Tom’s acquisition process. He is one of Tom’s favorite acquisitions and conversation partners. Tom and Mike discuss the succession planning journey and the enjoyment Mike has found in his retirement.
In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred others, Tom aims to help owners maximize and monetize their life’s work by showing them how to prepare their company for sale or merger, and the importance of protecting their health, as well as their wealth.
Guest or topic suggestions: www.capitalwm.com/successionfit-podcast
Contact Tom: https://www.linkedin.com/in/hinetom/
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.