Leaving on Your Terms: Planning Your Exit

About this episode

Brendan Ryan discusses succession planning for advisory practices with Ryan Alessio.

Your advisory practice may be the most valuable asset you ever own. So why do so many advisors wait so long to plan how they’ll exit? In this episode, Brendan Ryan talks with Ryan Alessio, National Consultant at AssetMark, who has worked with hundreds of advisors on succession planning. He shares what he’s learned about when to start, how to increase the value of your practice, and why finding the right successor is often the hardest part. They cover: When to start planning ...

People in this episode

Host: Brendan Ryan

Guest: Ryan Alessio

Topics covered

• succession planning
• advisory practice
• exit strategy

Keywords

• value of practice
• successor
• planning

Mentioned in this episode

Products: AssetMark

More episodes of Advisor Turntable Podcast

• Breaking the AUM Mold: Separating Planning From Investment · April 22, 2026 · 32 min
• Easy Ways Advisors Can Start Using AI Today · February 19, 2026 · 25 min
• Using a Subscription Model as a Gateway to More (and Next Generation) Clients · January 15, 2026 · 35 min