Succession Planning webinar

Succession Planning – Beyond Someday

Nicole Milone, Chief Wealth Officer at Solaris Strategic Wealth, shares her experience of stepping into succession years ahead of schedule. From the realities of inheriting a business overnight without in-depth training and a defined plan for execution to how Nicole’s preparing her succession plan differently, you’ll gain practical insights including:

Don't put off succession planning: Why “someday” isn’t a strategy and how to start protecting your clients, team, and firm now
Lessons from an unexpected transition: What really happens when leadership changes overnight and how to navigate it
How to build a future-ready plan: Practical ways to ensure continuity, preserve legacy, and protect advisors’ and clients’ well-being

Read the Executive Summary or click play to watch the webinar below.

Succession Planning - When Someday Becomes Today: A Chief Wealth Officer's Wake-Up Call

About the Speakers

Nicole Milone

Chief Wealth Officer and Founder, Solaris Strategic Wealth

Nicole specializes in guiding first-generation and aspiring millionaires across the U.S. with purpose-driven, values-aligned financial strategies. Her goal is to empower financial literacy and help clients who are building legacies from the ground up — often the first in their families to create significant wealth — and to meet them with kindness, clarity, and a deep commitment to their boldest goals.

Katie Bruner

SVP, Advisor M&A and Succession, LPL Financial

Katie brings 25 years of experience in the financial services industry to the LPL Advisor M&A and Succession Planning teams. Most recently, she served as the President of SkyView Holdings, an investment bank and specialty lender dedicated exclusively to supporting the M&A activities of independent advisors and RIAs. Prior to SkyView, Katie served as a Director - National Accounts at Principal Financial Group for 13 years, where she was responsible for cultivating and growing the major independent and regional broker relationships.