Hero Club leader CJ Davidson, Founder and CEO of Proxy Financial, joins Paul Whitley on CEO Talks to discuss the Great Advisor Migration, the growing wave of financial advisors and business owners preparing to sell, retire, or transition their firms.

CJ explains why sellers are often at a disadvantage, which standards every owner should demand before accepting a deal, and how to protect the clients, employees, relationships, and reputation that made the business valuable in the first place.

This conversation goes beyond financial services. It is for every founder, CEO, and owner who plans to sell their life’s work someday.