A Mindset for Career and Succession Planning Success

Published: May 14, 2019, 6:14 p.m.

b'Debbie Grose, CFP\\xae, Chief Operating Officer of Lake Tahoe Wealth Management, is a dynamic woman in the world of financial planning. She\\u2019s passionate about mentorship, and has often led the charge when it comes to guiding new planners through successful careers. In this episode, Debbie is going over how her experience with succession planning went, what she would have done differently, and how new planners can start conversations around ownership in their own firm.'