Neill Turner's guest appearances

Neill Turner

McGowan Institute for Regenerative Medicine

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Many business partnerships begin with two people coming together with like-minded business ideas.  In the beginning things are great, both parties get along well and the creative juices flow. Eventually a legal partnership is formed.  However, once the business is formed, do you know how your partner deals with setbacks and success? Do you know how they deal with money? What about hiring employees? In this episode, Referral Coach Bill Cates meets with financial advisors Karen Jessey &amp; Neill Turner from Strategic Wealth Partners. They discuss how to successfully navigate the ins and outs of a business partnership, as well as specific considerations around succession planning for financial advisors. They share the process they’ve taken to build Neill’s acumen as the successor of the business as Karen moves towards retirement. Karen &amp; Neill discuss:   Why Karen decided to start thinking about the succession of her business The importance of having difficult conversations with your business partner  The decision-making process within a successful business partnership The potential difficulties of bringing in a business partner, and eventual challenges regarding succession planning for financial advisors And more  Connect With Bill Cates:  BillCates@referralcoach.com (301) 497-2200  Referral Coach Homepage  Hire Bill for Coaching  Enroll in The Cates Academy  Connect With Karen Jessey &amp; Neill Turner:  LinkedIn: Karen Jessey LinkedIn: Neill Turner Strategic Wealth Partners  LinkedIn: Strategic Wealth Partners of Colorado   About Our Guests: For over 35 years, Karen Jessey has been helping people feel better about their financial world. Through the years, Karen built a team consisting of top-notch individuals. Together, they create a unique process which helps clients delve into their financial worlds and identify their dreams and goals, as well as potential problems. They value long term relationships that evolve and change as life does. In 2013, she partnered with Neill Turner to create Strategic Wealth Partners.  When she isn’t helping clients build their financial future, She enjoys being outdoors and exploring the mountains.  However, the ocean calls her name every year and she must find a place to sink her toes into the water. For over a decade, Neill Turner has been helping clients make better financial decisions. His experience waiting tables, earning an engineering degree, owning his own business, and teaching yoga has helped him become not only a successful financial advisor but a great partner. Karen is currently grooming him to take over the company in the future!

Many business partnerships begin with two people coming together with like-minded business ideas.  In the beginning things are great, both parties get along well and the creative juices flow. Eventually a legal partnership is formed.  However, once the business is formed, do you know how your partner deals with setbacks and success? Do you know how they deal with money? What about hiring employees? In this episode, Referral Coach Bill Cates meets with financial advisors Karen Jessey &amp; Neill Turner from Strategic Wealth Partners. They discuss how to successfully navigate the ins and outs of a business partnership, as well as specific considerations around succession planning for financial advisors. They share the process they’ve taken to build Neill’s acumen as the successor of the business as Karen moves towards retirement. Karen &amp; Neill discuss:  <ul> <li>Why Karen decided to start thinking about the succession of her business</li> <li>The importance of having difficult conversations with your business partner </li> <li>The decision-making process within a successful business partnership</li> <li>The potential difficulties of bringing in a business partner, and eventual challenges regarding succession planning for financial advisors</li> <li>And more</li> </ul> Connect With Bill Cates: <ul> <li><a href="mailto:BillCates@referralcoach.com">BillCates@referralcoach.com</a></li> <li>(301) 497-2200</li> <li> <a href="http://www.referralcoach.com/" rel="nofollow" target="_blank">Referral Coach Homepage</a></li> <li> <a href="http://www.coachcates.com/" rel="nofollow" target="_blank">Hire Bill for Coaching</a></li> <li> <a href="http://www.catesacademy.com/" rel="nofollow" target="_blank">Enroll in The Cates Academy</a></li> </ul> Connect With Karen Jessey &amp; Neill Turner: <ul> <li><a href="https://www.linkedin.com/in/karenajessey/" rel="nofollow" target="_blank">LinkedIn: Karen Jessey</a></li> <li><a href="https://www.linkedin.com/in/turnerneill/" rel="nofollow" target="_blank">LinkedIn: Neill Turner</a></li> <li><a href="https://www.mystrategicwealth.com/" rel="nofollow" target="_blank">Strategic Wealth Partners </a></li> <li><a href="https://www.linkedin.com/company/strategic-wealth-partners-of-colorado/about/" rel="nofollow" target="_blank">LinkedIn: Strategic Wealth Partners of Colorado </a></li> </ul> About Our Guests: For over 35 years, Karen Jessey has been helping people feel better about their financial world. Through the years, Karen built a team consisting of top-notch individuals. Together, they create a unique process which helps clients delve into their financial worlds and identify their dreams and goals, as well as potential problems. They value long term relationships that evolve and change as life does. In 2013, she partnered with Neill Turner to create Strategic Wealth Partners.  When she isn’t helping clients build their financial future, She enjoys being outdoors and exploring the mountains.  However, the ocean calls her name every year and she must find a place to sink her toes into the water. For over a decade, Neill Turner has been helping clients make better financial decisions. His experience waiting tables, earning an engineering degree, owning his own business, and teaching yoga has helped him become not only a successful financial advisor but a great partner. Karen is currently grooming him to take over the company in the future!

Ep. #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner

Regenerative Medicine Today welcomes Dr. Neill Turner  Dr. Turner is a Research Assistant Professor in the Department of Surgery at the University of Pittsburgh. Dr. Turner discusses his research in tissue engineering and wound healing. For more information about Dr. Turner, please click here. Host John Murphy. For more information about the McGowan Institute for Regenerative [...]

RMT Podcast #221 – Neill Turner