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  • Travis Parry

Ep 84: Succession Planning with Mark Drouillard, CFP®

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Our guest for today is Mark Drouillard, CFP®, and Managing Partner at Wealth Management Plus. Wealth Management Plus is a boutique financial advisory firm in Michigan. Mark oversees all operations at the firm and spends his time on business development initiatives.


He has executed several acquisitions of aging advisors during the last 10 years. Succession planning for aging financial advisors is a topic we all need to be aware of. In this episode, we discuss Mark’s experience with succession planning as well as the ups and downs he experienced while trying to achieve balance.


Join us today to learn about these things:

  • How Mark’s career journey led him to become a Managing Partner. (1:14)

  • How his balance has changed as his career grew. (7:59)

  • How he has maintained his balance while scaling his business. (16:13)


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Learn more about our guest:

https://wm-plus.com/team/

Email: travis@travisparry.com

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