Podcast #177: The importance of succession planning, with Hoxton Wealth’s Chris Ball

In this week’s episode of IFA Talk, we unpack the topic of succession planning, with many financial planners now approaching retirement. Joining us to do this is Chris Ball, CEO of Hoxton Wealth.

Chris outlines the practical steps which firms can take now to protect clients, and what those financial planners should be considering. He also reveals how Hoxton Wealth approaches succession planning.

After that, we ask Chris to take a look back a few decades, to detail how succession planning has changed since the turn of the century.

Lastly, Chris shares how he expects technology to impact succession planning over the next 10-20 years, as AI continues to transform how businesses operate.

Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!

Also, listen to the episode with Minerva, mentioned in this podcast, by clicking here!

Chris Ball

CEO of Hoxton Wealth

Chris is the CEO and co-founder of Hoxton Wealth. With over a decade of experience in managing family wealth internationally, Chris now oversees $4.5 billion in assets for 10,000+ international clients within Hoxton.

Disclaimer 

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast. Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.