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Ep 33: How to Navigate a Successful Partner Split
Ep 33: How to Navigate a Successful Partner Split
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.In this episode, we’re joined by Rich LeBranti, CFP® and co-founder of Doble LeBranti Financial Group, which later merged with Axial Financial Group. Rich shares his firsthand experience in building a successful firm, forming a strong partnership, and navigating a smooth partner split.
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Episode 33: How to Navigate a Successful Partner Split
Ep 33 | Guest: Rich LeBranti
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.
In this episode, we’re joined by Rich LeBranti, CFP® and co-founder of Doble LeBranti Financial Group, which later merged with Axial Financial Group. Rich shares his firsthand experience in building a successful firm, forming a strong partnership, and navigating a smooth partner split.
Key Takeaways
✅ The journey of a financial advisory partnership – Lessons learned from starting, growing, and managing a firm with a partner.
✅ Best practices for navigating a partner split – How to structure an amicable and strategic transition.
✅ Planning for long-term success – Key considerations when structuring a business for future growth and potential changes.
🔗 Connect with Rich
🔗 LinkedIn
📧 rlebranti@axialfg.com
🔗 Connect with Catherine
🔗 LinkedIn
📧 admin@dominiones.com
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