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From Intern to CEO: The Roadmap for a Successful Internal Succession Plan
Manage episode 322164061 series 3324283
Contenido proporcionado por Dimensional Fund Advisors. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dimensional Fund Advisors o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Every founder of a financial advisory firm will at some point face the question of succession. If looking internally, who is the heir apparent and when should they begin handing over the reins? The process can take years and may be difficult to navigate for the founder and successor. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Eric Hehman, CEO of Austin Asset, to talk about his journey from intern to CEO and the successful succession plan he helped develop along the way.
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