Lisa Westermark: How to Seamlessly Hand Off Client Relationships
From Barron's Advisor by Barron's Advisor
June 2, 2026 · 44 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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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