About this episode

Lisa Westermark shares her strategies for managing partner transitions and nurturing the next generation of advisors.

The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP.

People in this episode

Host: Steve Sanduski

Guest: Lisa Westermark

Topics covered

• client relationships
• partner transitions
• advisors
• wealth management
• business strategy

Keywords

• client relationships
• partner transitions
• wealth management
• advisors
• Beverly Hills Private Wealth

Mentioned in this episode

Organizations: Beverly Hills Private Wealth

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