A Succession Plan Delivers: The Inorganic Growth Story of Building a Thriving Practice with Adam Goetz
Episode: 038
In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Adam Goetz, a partner at Burstin & Goetz in Pittsburg and a representative with Mass Mutual. Mr. Goetz got his start on the insurance side of the financial services industry, was involved with the equity side early in his career, and built a growing financial planning practice over two decades. His successful firm serves individuals, closely-held businesses, and corporate clients.
Learn how thoughtful succession planning transformed Adam’s business into its thriving form today. Adam describes his road map to success as one fueled by persistence and the positive desire to help. Find out why having a well-planned succession strategy is vital for a financial practice.
Chip and Adam also converse about the challenges new advisors face in the financial planning business and discuss the success stories that helped them prosper. Hear how Adam found similarities in the career journey between a new financial advisor and a resident physician. Both Chip and Adam speak about their humble early beginnings in the financial planning business and what enabled them to flourish into their current roles.
Finally, hear how to grow a practice inorganically by having the right conversations with potential acquisition partners. Chip and Adam provide the valuable inside scoop on how they approach and manage relationships before and after a practice acquisition and how it can help grow your practice, too.
The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup
And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/
Adam D. Goetz, CLU, RICP
Managing Partner at Burstin & Goetz
Adam Goetz, has been in the financial services industry since 2000, and has been passionate about planning and investing from a very young age. Adam is a graduate of Clemson University with a Bachelor of Science in Financial Management and has obtained the designations of CLU® (Chartered Life Underwriter) and RICP® (Retirement Income Certified Professional) and serves as a Registered Investment Advisor.
Adam continues to enjoy a strong relationship with MassMutual, but is excited to partner with fellow long term and very successful representatives, David and Julie Burstin. Their forming of Burstin & Goetz will allow for a better focus on service and strategic planning and the ability to grow towards the future.
Adam currently serves as National Vice President of the MassMutual Advisors Association, a Board Member and Past President of the Financial Industries Network, Board Member of the Pittsburgh Chapter of RMA, Past President of Vectors Pittsburgh, past President of the Green Tree Rotary Club, member of NAIFA and AALU and as an Assistant Scoutmaster in Boy Scout Troop 935 of Franklin Park, Pa.
Adam and his wife Jill reside in Wexford, PA and are very active keeping up with their 4 school age children.
In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Adam Goetz, a partner at Burstin & Goetz in Pittsburg and a representative with Mass Mutual. Mr. Goetz got his start on the insurance side of the financial services industry, was involved with the equity side early in his career, and built a growing financial planning practice over two decades. His successful firm serves individuals, closely-held businesses, and corporate clients.
Learn how thoughtful succession planning transformed Adam’s business into its thriving form today. Adam describes his road map to success as one fueled by persistence and the positive desire to help. Find out why having a well-planned succession strategy is vital for a financial practice.
Chip and Adam also converse about the challenges new advisors face in the financial planning business and discuss the success stories that helped them prosper. Hear how Adam found similarities in the career journey between a new financial advisor and a resident physician. Both Chip and Adam speak about their humble early beginnings in the financial planning business and what enabled them to flourish into their current roles.
Finally, hear how to grow a practice inorganically by having the right conversations with potential acquisition partners. Chip and Adam provide the valuable inside scoop on how they approach and manage relationships before and after a practice acquisition and how it can help grow your practice, too.
The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup
And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/
Adam D. Goetz, CLU, RICP
Managing Partner at Burstin & Goetz
Adam Goetz, has been in the financial services industry since 2000, and has been passionate about planning and investing from a very young age. Adam is a graduate of Clemson University with a Bachelor of Science in Financial Management and has obtained the designations of CLU® (Chartered Life Underwriter) and RICP® (Retirement Income Certified Professional) and serves as a Registered Investment Advisor.
Adam continues to enjoy a strong relationship with MassMutual, but is excited to partner with fellow long term and very successful representatives, David and Julie Burstin. Their forming of Burstin & Goetz will allow for a better focus on service and strategic planning and the ability to grow towards the future.
Adam currently serves as National Vice President of the MassMutual Advisors Association, a Board Member and Past President of the Financial Industries Network, Board Member of the Pittsburgh Chapter of RMA, Past President of Vectors Pittsburgh, past President of the Green Tree Rotary Club, member of NAIFA and AALU and as an Assistant Scoutmaster in Boy Scout Troop 935 of Franklin Park, Pa.
Adam and his wife Jill reside in Wexford, PA and are very active keeping up with their 4 school age children.