'All good things must come to an end'—and so does the final episode of our podcast series with the brilliant Dave Robinson FCCA APFS MCSI TEP LLAA IMC.
This time, we cover plenty of ground, including:
- Regrets on LinkedIn? - Dave's outspoken views have sparked debates, drawn praise, and even got him blocked! But does he regret any of it? His answer (and reasoning) is refreshingly honest.
- Thoughts on the CII - Dave doesn't hold back as we discuss the role of professional bodies and how the financial advice sector could raise its standards.
- The Case for Internal Succession - Our main focus: why internal succession is the key to long-term sustainability for firms—and how to navigate this complex process effectively.
Valuable Resource: Dave is generously sharing his Comprehensive Guide to Internal Succession, a must-read for any Principal planning their next steps.
A huge thank you to Dave for his time, insights, and willingness to answer any question I threw at him.
▶Dive into the strategic insights:
Apple Podcast | Spotify | YouTube | Website
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