A succession plan for success, with Kyle Weber and Nick John

If you want a succession plan to work, start building it years before you retire. That’s the strategy of the team behind Weber Wealth Advisors in Yorba Linda, California. Founder Mark Weber has taken a whole-team approach, in which everyone has the same client and investment information, and everyone shares in the revenue. The strategy helped make Weber Wealth a top 10 firm within Woodbury Financial Services, a group with 1,500-plus offices. In this episode, we talk to Mark’s son, Kyle Weber, and fellow advisor Nick John about how the team approach to succession, branding and personalized client service has helped the business grow while supporting the next generation of advisors. For more, visit PracticeLab.

Om Podcasten

If you are a financial professional looking to grow your business, improve your client acquisition and service skills and gain efficiency to help you save valuable time, then the PracticeLab podcast is a program for and about you. In this series, we go coast-to-coast talking to financial professionals who are finding success through practice management skills, and who are ready to share their best ideas with you. If you're interested in acquiring more clients, attracting high net worth prospects, enhancing your client experience, scaling your practice and more, then you’ll want to tune in to these episodes and hear some of the best ideas in the business. The PracticeLab podcast is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at capitalgroup.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast. On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.