Next Gen Financing - Bridging the Gap with Live Oak Bank скачать в хорошем качестве

Next Gen Financing - Bridging the Gap with Live Oak Bank

In this episode of the FinLink FinCast, we sit down with Wayne Hewett of Live Oak Bank to discuss how innovative financing solutions are empowering the next generation of financial advisors. We explore why access to capital is a critical component of advisor succession planning, how banks like Live Oak are helping bridge the gap between G1 founders and G2 successors, and what advisors should consider when planning for a smooth ownership transition. Whether you’re a firm owner preparing for your next chapter or an emerging leader looking to take the reins, this conversation offers actionable insights on structuring internal deals, leveraging lending options, and securing your firm’s future. We cover: Financing options for G2 advisors Why capital access matters in succession planning Common challenges in internal buyouts Live Oak Bank’s role in advisor financing Subscribe to FinCast for more conversations at the intersection of finance, leadership, and succession planning. This podcast/webinar may contain sponsored content. FinLink may receive a flat marketing fee from certain firms discussed for advertising or promotional services. FinLink does not provide investment advice, does not recommend or endorse any specific investment, and is not acting as a broker-dealer, placement agent, or investment adviser. Any investment information presented is provided by the sponsor or guest and is their sole responsibility. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Please consult your own financial, legal, and tax advisors before making any investment decisions.