Susan John
Managing Director of Financial Planning at F.L. Putnam and long-time financial advisor who built and led Financial Focus to roughly $350M AUM before merging into a larger RIA, known for her retirement-income planning process and industry leadership.
Best podcasts with Susan John
Ranked by the Snipd community
Nov 5, 2019 • 1h 41min
Ep 149: Managing Capacity And Ensuring Continuity For Clients By Selling Without Retiring with Susan John
Susan John, Managing Director of Financial Planning at F.L. Putnam and former founder who grew Financial Focus to $350M AUM, explains selling her firm while staying active. She discusses paid upfront planning snapshots, a proactive annual cash-plan and tax-coordination process, team coverage and ownership transition, and how she ensured client continuity and capacity in a rural market.
