SuccessionFit Podcast Transistor (https://transistor.fm) https://feeds.transistor.fm/successionfit-podcast In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred others, Tom aims to help owners maximize and monetize their life’s work by showing them how to prepare their company for sale or merger, and the importance of protecting their health, as well as their wealth. Guest or topic suggestions: www.capitalwm.com/successionfit-podcast Contact Tom: https://www.linkedin.com/in/hinetom/ Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. © 2025 Tom Hine 66c22615-1efa-5484-8f9f-766329012b63 no en Wed, 23 Jul 2025 10:36:12 -0400 Tue, 02 Dec 2025 18:14:19 -0500 https://www.clovercrestmedia.com/the-succession-fit-podcast https://img.transistor.fm/85SRC_QPiZMTPZdCX2U_VqgSyItpScP4b18eqKcN1pY/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzI1MTc0LzE2NDM5/MTUwMjItYXJ0d29y/ay5qcGc.jpg SuccessionFit Podcast https://www.clovercrestmedia.com/the-succession-fit-podcast episodic Tom Hine In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred others, Tom aims to help owners maximize and monetize their life’s work by showing them how to prepare their company for sale or merger, and the importance of protecting their health, as well as their wealth. Guest or topic suggestions: www.capitalwm.com/successionfit-podcast Contact Tom: https://www.linkedin.com/in/hinetom/ Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. Succession, health, wellness, and eastern philosophy Joe Aguiar No No Jay Rasmus 11 11 Jay Rasmus full 7008b611-fd3c-4c91-889e-a279ac6a7b9a https://share.transistor.fm/s/44e81c1f Thu, 21 Jul 2022 00:00:00 -0400 Tom Hine Tom Hine 868 “The smaller firms definitely have an issue with getting up to speed with all the laws and the changes. It’s so complex today that unless you have an expertise or do it everyday you can’t just pick it up one time and expect to be an expert in it. The smaller firms clearly have that fault, they may have a small little niche, but anything outside that niche, they don’t have the expertise.” In this episode, Tom Hine speaks with Jay Rasmus. Jay is a partner at Mahoney Sabol & Company, LLP, an accounting firm that provides comprehensive accounting, auditing, tax, and business consulting services to a wide range of clients and industries. They discuss the biggest challenges in the tax preparation business, classic accounting mistakes, and the implications of any potential RMD age increases. Mahoney Sabol & Company, LLP: https://mahoneysabol.com/ Connect with Tom: https://www.linkedin.com/in/hinetom/ Feedback: https://www.capitalwm.com/successionfit-podcast Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency. “The smaller firms definitely have an issue with getting up to speed with all the laws and the changes. It’s so complex today that unless you have an expertise or do it everyday you can’t just pick it up one time and expect to be an expert in it. The smal Succession, health, wellness, and eastern philosophy No Carolyn Armitage 10 10 Carolyn Armitage full 0413d36e-d401-4f79-86c8-653cf433643d https://share.transistor.fm/s/7fd91de1 Thu, 02 Jun 2022 00:36:00 -0400 Tom Hine Tom Hine 2134 “(Advisors) have been there through thick and thin holding their clients’ hands, and it is a very connected service business, where very few advisors are willing to sell out, so to speak, simply to get the highest deal structure for themselves. Most of them really want to make sure their clients are well taken care of, even before themselves.” In this episode, Tom Hine speaks with Carolyn Armitage. Carolyn is the Head of Thrivent Advisor Network and has over 30 years of experience in the wealth management industry. They discuss how the future care of an advisor's clients is often the most crucial factor in a deal structure, the conflict inherent in the "founders dilemma," the professionalization of the wealth management space, and the future impact of the COVID pandemic. Thrivent Advisor Network: https://www.thriventadvisornetwork.com/ Connect with Tom: https://www.linkedin.com/in/hinetom/ Feedback: https://www.capitalwm.com/successionfit-podcast Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency. “(Advisors) have been there through thick and thin holding their clients’ hands, and it is a very connected service business, where very few advisors are willing to sell out, so to speak, simply to get the highest deal structure for themselves. Most of th Succession, health, wellness, and eastern philosophy No Teresa Benning 9 9 Teresa Benning full 6eab70f5-15f2-46bf-8675-b4c18e8480e3 https://share.transistor.fm/s/9bfb177a Thu, 05 May 2022 00:00:00 -0400 Tom Hine Tom Hine 1851 “If you’re going to start a business, know how you’re going to get out of that business. Whether it’s 5 years, 10 years, 20 years – what’s your endgame? What do you want to get from this business before you get out of this business? And how do you see the possibility of getting out of it?” In this episode, Tom Hine speaks with Teresa Benning, the owner of Benning Small Business Advisors in Salem, Massachusetts, who also went through Tom’s acquisition process. They discuss the importance of having a clear plan, her surprise at how comfortable she was with the process after her initial anxiety, and the importance of knowing what you want to get out of your business and when you want to leave. Benning Small Business Advisors: https://benningsmallbusinessadvisors.com/ Connect with Tom: https://www.linkedin.com/in/hinetom/ Feedback: https://www.capitalwm.com/successionfit-podcast Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency. “If you’re going to start a business, know how you’re going to get out of that business. Whether it’s 5 years, 10 years, 20 years – what’s your endgame? What do you want to get from this business before you get out of this business? And how do you see the Succession, health, wellness, and eastern philosophy No Jamie Hopkins 8 8 Jamie Hopkins full 33dc36bb-7ba9-4c16-811f-12ac6a17aa3a https://share.transistor.fm/s/e0fbca35 Fri, 01 Apr 2022 00:00:00 -0400 Tom Hine Tom Hine 2563 “Once you get some success at something, you believe that you always have that success at it, and there’s actually not a lot of good research that proves that out.” In this episode, Tom Hine speaks with Jamie Hopkins. Jamie is the Managing Partner of Wealth Solutions at Carson Group. They discuss misconceptions about facts, the danger of overconfidence, and the importance of knowing your goals. Connect with Jamie: Website: https://www.jamiehopkins.com/ Twitter: @RetirementRisks Connect with Tom: https://www.linkedin.com/in/hinetom/ Podcast Feedback: https://www.capitalwm.com/successionfit-podcast Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency. “Once you get some success at something, you believe that you always have that success at it, and there’s actually not a lot of good research that proves that out.” In this episode, Tom Hine speaks with Jamie Hopkins. Jamie is the Managing Partner of W Succession, health, wellness, and eastern philosophy No Dr. Marien Zanyk 7 7 Dr. Marien Zanyk full a8e64073-20a7-48e2-9ad4-1cc95dcf1c5e https://share.transistor.fm/s/baf58a06 AnkleSTONE™:  https://anklestone.com/

Connect with Tom:  https://www.linkedin.com/in/hinetom/

Feedback:  https://www.capitalwm.com/successionfit-podcast

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency.

]]> AnkleSTONE™:  https://anklestone.com/

Connect with Tom:  https://www.linkedin.com/in/hinetom/

Feedback:  https://www.capitalwm.com/successionfit-podcast

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency.

]]> Thu, 17 Mar 2022 00:00:00 -0400 Tom Hine Tom Hine 2286 “The nice thing about knowledge and confidence…they’re both cumulative. So, as you go, it keeps on getting better.” In this episode, Tom Hine speaks with Dr. Marien Zanyk. Marien is the CEO and Founder of Zaneez® Health & Fitness Equipment in Glastonbury, CT. They discuss what motivates entrepreneurs, the process that led her to develop her unique AnkleSTONE™ product, and Tom's idea of merging health and financial wellness in his company's Balanced Wealth™ approach. AnkleSTONE™: https://anklestone.com/ Connect with Tom: https://www.linkedin.com/in/hinetom/ Feedback: https://www.capitalwm.com/successionfit-podcast Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency. “The nice thing about knowledge and confidence…they’re both cumulative. So, as you go, it keeps on getting better.” In this episode, Tom Hine speaks with Dr. Marien Zanyk. Marien is the CEO and Founder of Zaneez® Health & Fitness Equipment in Gla Succession, health, wellness, and eastern philosophy No Jason Carver 6 6 Jason Carver full 144937df-bf95-4a3f-9bed-fbb3ec57d896 https://share.transistor.fm/s/242ed126 Thu, 03 Feb 2022 00:00:00 -0500 Tom Hine Tom Hine 2151 “Just focusing on the numbers and not spending enough time on the cultural fit, or the business fit, or the philosophical fit, or what direction in the business you want to take…you can miss a lot of things and it can create a lot of issues for the business down the road…Everything when it comes to M&A should start with culture...” In this episode Tom Hine speaks with Jason Carver, Managing Partner at Pure Financial Advisors. They discuss trends in the M&A world, the importance of culture fit, and why advisors delay succession planning. Pure Financial Advisors: https://purefinancial.com/ Connect with Tom: https://www.linkedin.com/in/hinetom/ Feedback: https://www.capitalwm.com/successionfit-podcast Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency “Just focusing on the numbers and not spending enough time on the cultural fit, or the business fit, or the philosophical fit, or what direction in the business you want to take…you can miss a lot of things and it can create a lot of issues for the busine Succession, health, wellness, and eastern philosophy No The SuccessionFit Scorecard 5 5 The SuccessionFit Scorecard full 8c146acf-2eda-4648-8dcc-82aa3a721124 https://share.transistor.fm/s/150675db Thu, 06 Jan 2022 00:00:00 -0500 Tom Hine Tom Hine 1216 “The majority of financial advisors do not realize the scope and time involved in successfully selling their practice to another advisor. Often, advisors regret not beginning the process sooner. Valuation, discussion, negotiation, and transition can take nine months or more.” In this episode Tom Hine covers the SuccessionFit Scorecard, a self-scoring system for financial advisors that he created. He highlights the importance of taking this first step towards protecting your life’s work. It can show you how prepared, or unprepared, your company is for sale or merger. “The majority of financial advisors do not realize the scope and time involved in successfully selling their practice to another advisor. Often, advisors regret not beginning the process sooner. Valuation, discussion, negotiation, and transition can take Succession, health, wellness, and eastern philosophy No Mike Hurst 4 4 Mike Hurst full 7a8bc2a7-3a8a-4d41-a30a-52373e3199df https://share.transistor.fm/s/69077152 Thu, 09 Dec 2021 00:00:00 -0500 Tom Hine Tom Hine 2829 “There are two kinds of people: those that do as much as they can, and those that do as little as they can get away with.” In this episode Tom Hine speaks with Mike Hurst, a retired financial advisor who went through Tom’s acquisition process. He is one of Tom’s favorite acquisitions and conversation partners. Tom and Mike discuss the succession planning journey and the enjoyment Mike has found in his retirement. “There are two kinds of people: those that do as much as they can, and those that do as little as they can get away with.” In this episode Tom Hine speaks with Mike Hurst, a retired financial advisor who went through Tom’s acquisition process. He is one Succession, health, wellness, and eastern philosophy No Maria Considine King 3 3 Maria Considine King full 640329fc-b1d6-41c3-8142-fb3d1b41ff9d https://share.transistor.fm/s/b77fd89d Thu, 11 Nov 2021 00:00:00 -0500 Tom Hine Tom Hine 2118 “In an industry that spends its time planning for other people’s futures, only 27% of financial advisors have a continuity plan in place.” In this episode Tom Hine speaks with Maria King, the founder of Transcend Practice Management. They discuss the difference between succession and continuity planning, overcoming the fear of magical thinking, and the importance of culture fit and due diligence when completing an acquisition. Transend Practice Management: www.transcend-pm.com “In an industry that spends its time planning for other people’s futures, only 27% of financial advisors have a continuity plan in place.” In this episode Tom Hine speaks with Maria King, the founder of Transcend Practice Management. They discuss the diff Succession, health, wellness, and eastern philosophy No Introducing SuccessionFit 2 2 Introducing SuccessionFit full eefb355b-2349-4f85-8e17-3362b8094d34 https://share.transistor.fm/s/7db31aac Thu, 14 Oct 2021 00:00:00 -0400 Tom Hine Tom Hine 2932 In this episode, the interviewer becomes the interviewee! Host Tom Hine answers questions on his background in financial planning, his history of acquiring businesses, what motivated him to start a podcast, the process of writing his latest book, “The Zen of Business Acquisitions”, and all the lessons he has learned along the way. The Zen of Business Acquisitions: https://amzn.to/30mI3of Connect with Tom: https://www.linkedin.com/in/hinetom/ In this episode, the interviewer becomes the interviewee! Host Tom Hine answers questions on his background in financial planning, his history of acquiring businesses, what motivated him to start a podcast, the process of writing his latest book, “The Zen Succession, health, wellness, and eastern philosophy No Succession Fit Podcast Promo 1 1 Succession Fit Podcast Promo full 979532df-577a-4399-8500-32d3661bd57c https://share.transistor.fm/s/ef0c3fdc Mon, 11 Oct 2021 13:21:39 -0400 Tom Hine Tom Hine 56 In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred others, Tom aims to help owners maximize and monetize their life’s work by showing them how to prepare their company for sale or merger, and the importance of protecting their health, as well as their wealth. In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and Succession, health, wellness, and eastern philosophy No