Sabrina Lowell

Sabrina Lowell, a Certified Financial Planner™ and co-active coach, shares her journey from Mosaic Financial Partners to Private Ocean. She discusses the collaborative process of selling a firm, emphasizing the importance of cultural fit and client communication. Sabrina reveals how they vetted potential buyers using core values and her experiences maintaining client relationships post-sale. She also dives into the challenges of business development and the need for online presence, offering invaluable advice for advisors facing succession planning.