Barron's Advisor Author: Barron's Advisor The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more. Be a guest on this podcast Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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Lisa Westermark: How to Seamlessly Hand Off Client Relationships
Tuesday, 2 June, 2026

The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

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