The Power of Partial Sale for Financial Advisors’ Business Transition

In this insightful podcast, Duncan MacPherson speaks with Ted Jenkin, CEO of oXYGen Financial and they explore the substantial financial impact that advisors can realize over time through a structured buyout, offering a promising path to a secure future. 

Discover how this unique strategy not only secures financial well-being but also positively shapes their legacy through a slower and more deliberate transition out of the business.

Key Highlights:

• Financial Empowerment: Uncover the significant financial benefits that advisors can experience through a structured buyout, ensuring a favorable long-term financial impact.
  
• Legacy Transformation: Learn how the Partial Sale approach provides advisors with the opportunity to shape their legacy positively and leave a lasting impact on their clients and the industry.
  
• Amplifying Business Growth: Discover how focusing on their business after the initial partial sale can amplify overall buyout potential, unlocking exponential growth and value.
  
• Step-by-Step Transition: Navigate the strategic journey of a Partial Sale, gaining insights into the carefully crafted process that allows for a gradual and successful transition.
  
• Sustained Success: Explore how embracing a Partial Sale paves the way for sustained success, positioning advisors for continued growth even after the full business transition.
  

Resources:

• The Anatomy of an Offer With Ted Jenkin (Ep. 35)
  
• The Art and Science of Exit Planning with Ted Jenkin (Ep. 26)
  
• SellYourAUM.com
  

Connect With Duncan:

• Pareto Systems 
  
• 1.866.593.8020
  
• Schedule a Call
  
• Duncan on LinkedIn
  

Connect With Ted:

• oXYGen Financial
  
• LinkedIn: Ted Jenkin
  

Promotions:

• The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
  
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About Our Guest:

Ted Jenkin is the CEO of oXYGen Financial, partner at ESL Advisers, CEO of Hyperchat Social, co-owner of Complete Concrete & Hardscapes, and a serial entrepreneur. With 26 years of experience and six advanced designations including the Certified Financial Planner degree, Ted is a featured columnist on the Wall Street Journal and can be seen regularly on CNN/Headline News. He is also featured locally on 93.7FM, 106.3FM, 680 The Fan, and NBC 11 Alive News. Ted is the author of “The 21 Day Budget Cleanse” and “100 Smart Money Moves To Make Now.”