Post by Seamus OBrien, CFP®

Name: Developing the next generation of leaders does not happen by accident. It takes intentional investme
Uploaded: 2026-05-16T12:28:53.723Z
Channel: Seamus OBrien, CFP®
Description: Developing the next generation of leaders does not happen by accident. It takes intentional investment, long-term thinking, and a commitment to creating opportunities for advisors to grow alongside th

Head of Advisor Success @ Summit Wealth Group | Partnering with RIAs on Succession, Growth & Strategic M&A | CFP®

Developing the next generation of leaders does not happen by accident. It takes intentional investment, long-term thinking, and a commitment to creating opportunities for advisors to grow alongside the firm. One of the things I appreciate most about Summit Wealth Group is the focus on building a sustainable future through leadership development, succession planning, and shared growth across the organization. Randy Morris CFP® shares thoughtful perspective on these topics during his recent conversation with the RIA Edge Podcast by WealthManagement.com.pl.

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