Navigating Succession Planning, Fellowship, and Teamwork Ft. Chase Crump and Dany Martin (Ep. 5)

Navigating Succession Planning, Fellowship, and Teamwork Ft. Chase Crump and Dany Martin (Ep. 5)

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“Success is going to be built off of the things that you put into it.”

This week we are psyched to have two WFA Partners and Wealth Advisors on the Disruption Blueprint podcast: Chase Crump, CFP®, and Dany L. Martin, MBA. You might recall Dany L. Martin, MBA from Disruption Blueprint Episode 3 and Chase Crump, CFP® on Episode 4.

WFA has 96 cumulative years of trusted advisor experience and 134+ cumulative years of administrative experience. We shake things up in this episode and flip a few chapters back to discuss the history of WFA, thoughtful and intentional succession planning, and intentionality around valuation. “Success is going to be built off of the things that you put into it,” says Dany.

Too many people don’t have a vision for the future. They have no plan, no direction, and no way to reach their goals. “As a younger advisor, you don’t have to wait for the retiree to show up and try to sell their business,” Dany says. “Go in there and just bring it up.”

We learn how WFA strategized succession planning in a multifaceted way. They thought about how the clients are going to be cared for and what the transition would be like. They considered the extension of mission vision values, branding, and communication as a team.

It’s all about “taking a step back and realizing it’s not about just you, it’s about clients,” says Chase, which circles back to the WFA motto of Plan. Invest. Inspire. WFA seeks to plant the financial seed, water it with equal parts caring and knowledge, and then watch it grow.

There is so much awesome information in this episode, we know you’re going to get fired up! Make sure to listen to this empowering Disruption Blueprint episode with Chase Crump, CFP® and Dany L. Martin, MBA, Partners and Wealth Advisors at WFA. They say you need to be what you wish to see in the world, so if you want to lead a more inspiring life, join RFG.

Join the conversation to hear about:

  • The history of WFA 
  • WFA Founder Tommy’s intentional approach to succession planning 
  • Transitioning, restructuring, and finding their groove as a new WFA 
  • How RFG helped navigate the path
  • The power of a good team
  • Intentionality around valuation: how much is your time worth?
  • Chase’s tip to start the succession planning process
  • Fellowship, conversations, and WFA’s mission-focused approach to business
  • Crushing it and going remote during Covid
  • Unattaching yourself from ego
  • Dany’s advice for younger advisors thinking about upleveling their career
  • Tips for advisors wanting to execute a succession plan
  • Reach out and don’t be afraid to collaborate

 Referenced Materials:

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

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RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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