Alexander Potter, CFP
@alexanderpottercfp.bsky.social
You’ve built something remarkable—a business that’s not just about revenue but about impact, relationships, and legacy. But without a clear succession and exit plan, all of that achievement can be left exposed when it’s time for the next chapter.
Most people think financial planning starts with “What should I buy?”
It doesn’t.
Real planning starts with understanding goals, gaps, and connected decisions.
Products come last.
Does your advisor start with questions—or products?
It doesn’t.
Real planning starts with understanding goals, gaps, and connected decisions.
Products come last.
Does your advisor start with questions—or products?
January 11, 2026 at 1:30 AM
Most people think financial planning starts with “What should I buy?”
It doesn’t.
Real planning starts with understanding goals, gaps, and connected decisions.
Products come last.
Does your advisor start with questions—or products?
It doesn’t.
Real planning starts with understanding goals, gaps, and connected decisions.
Products come last.
Does your advisor start with questions—or products?