Succession, EOS, and the Power of a Plan with Andrea Schlapia
In this episode, Tyson Ray welcomes Andrea Schlapia to talk about how EOS can be a practical business strategy. Discover how structure, vision, and a mindset shift can preserve your legacy, empower your team, and set your advisory practice up for lasting success.
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hear from tyson ray:
After nearly three decades in this business, I thought I had everything in place for my own exit. I had built a successful firm, served incredible clients, and helped other advisors through their transitions. I assumed that when the time came, I’d be ready, too.
But when I turned 50, I stress-tested my own plan and I realized it wasn’t a plan at all. It was a set of assumptions. No legal clarity. No true successor development. No structured roadmap for what would happen to my clients, my team, or my family if I stepped away.
That’s when it hit me: If I wasn’t prepared, how many other advisors are walking around with the same blind spot?
That’s why I created Total Succession and the SPACE framework. To help financial advisors like you create the time, space, and structure to exit on your terms with clarity, confidence, and no regrets.
