The Now and Future of Business Succession: How Advisors are Navigating Business Transitions Today

When:  Mar 14, 2023 from 15:00 to 16:00 (ET)
The March 2023 Business Success Knowledge Circle will be heldon Tuesday, March 14th at 3 pm ET.

Guest speaker Tammy Breitenbach with Carson Coaching will be presenting, "The Now and Future of Business Succession: How Advisors are Navigating Business Transitions Today."

The financial services industry has grown way up. The independent ranks are full of mature, valuable practices built over years of dedicated hard work by talented advisors. Now what? What does the next chapter look like for the many seasoned advisors ready to reap the rewards of their business and successfully transition it into the next leader’s capable hands?   


I help advisors plan their successions and transition their practices. I look forward to sharing my outlook on the industry succession landscape and offering examples that bring clarity and help you shape your individual succession experience.

Key Takeaways: 

  1. Myths and realities – a future outlook for the independent practice
  2. Types of succession scenarios – what’s working for who
  3. How to evaluate your options for stepping away – internal, external, when
  4. What makes a successful transition to another advisor, what can go wrong?
  5. What client experience aspects to consider in the transition

Tammy Breitenbach is an Executive Business Coach with Carson Coaching where she specializes in providing business counsel and leadership advice to owners of independent financial services firms. Tammy is passionate about helping advisors run businesses that function well and build long-term value to support their bigger wants and purpose in life.

Prior to joining Carson Group in 2018, Tammy spent 10 years of private consulting to independent advisors as the Principal Consultant of Catalyst Partners, a company she founded in 2008. Before launching Catalyst, she served seven years in director-level practice management roles for H&R Block Financial Advisors (now Ameriprise).

Carson Coaching is the exclusive coaching partner of the FPA.

Tammy’s articles have been featured in Journal of Financial Planning, ThinkAdvisor and Investment News. You can read more about Carson Coaching programs at