Author
Lindsey Lewis
MBA, ChFC®, CFP®
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March 16, 2022
Chia-Li Chien, PhD, CFP®, PMP®, CPBC, an expert on business succession planning, joins our Women Working in Wealth Podcast for a discussion on how strategic succession planning allows your clients to smoothly sail into the sunset after a successful career.
Dr. Chia-Li Chien is a Succession Program Director at the Value Growth Institute. Before her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. She is a frequent speaker about succession planning at national conferences and has published three award-winning books. She also serves on the boards of various national financial service associations.
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