Transitioning a Financial Practice: Nan Zimdars Shares Her Journey | C.J. Klaas, President, Klaas Financial. 00:10:00
Nan Zimdars, a former independent financial advisor, discusses her decision to transition her practice, employees, and clients to Klaas Financial after more than three decades in the industry. Nan talks about the challenges and rewards of this process, the importance of fit and culture, and the steps she took to prepare for the transition. Key topics include the valuation of her practice, the importance of client and employee satisfaction, and advice for other advisors considering a similar path.
