Wealth Transition Planning, with Brannon Fisher

In this episode, host Elizabeth Ledoux is joined by Brannon Fisher, Principal at Simon Quick Advisors, a multi-family office wealth management firm. Responsible for new business development at Simon Quick, Brannon provides wealth management and investment consulting services to clients. 

In this episode, Brandon shares his unconventional journey from being a high school English teacher to becoming a certified financial planner, and how he helps families navigate the complexities of wealth management and business transition.

Elizabeth and Brannan also discuss the significance of setting clear financial goals and strategies, navigating family dynamics and legacy wealth, and the emotional challenges faced by business owners post-sale.

Visit the Simon Quick Advisors website: https://simonquickadvisors.com/ 

Brannon Fisher on LinkedIn: https://www.linkedin.com/in/brannon-fisher-cfp%C2%AE-b45a2b2/ 

Connect with Elizabeth Ledoux and the Transition Strategists:

Website: https://transitionstrategists.com/ 

Facebook: https://www.facebook.com/thetransitionstrategists 

Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethledoux/ 

Transition Strategists on LinkedIn: https://www.linkedin.com/company/transitionstrategists/ 

Subscribe to "The Business Transition Roadmap with Elizabeth Ledoux" on your favorite podcast player: 

Spotify: https://spoti.fi/3MxSYA2 

Apple Podcasts: https://apple.co/3IhMMux 

Google Podcasts: https://bit.ly/BTR-Google-Podcasts 

Get Elizabeth Ledoux and Laura Chiesman latest book, "It’s A Journey: The MUST-HAVE Roadmap to Successful Succession Planning": https://amzn.to/3oq2LQv 

This episode was produced by Story On Media & Marketing: https://www.successwithstories.com.