Ep 28: The Realities of Advisor Partnerships and Succession Planning with Melissa Ekeberg & Chase Gunter
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Ep 28: The Realities of Advisor Partnerships and Succession Planning with Melissa Ekeberg & Chase Gunter
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What does it really take to build a financial advisory business that supports both your clients and your life? In this episode, Melissa Ekeberg, AIF®, and Chase Gunter share how they’ve built a thriving, independent wealth management firm grounded in education, accountability, and strong client relationships. With over 23 years in the financial services industry, Melissa explains how identifying client goals—and staying accountable to them—has shaped her entire approach to financial planning.
You’ll also learn how Chase transitioned from logistics and banking into financial advising, bringing a fresh perspective and deep community connection to the business. Together, they break down what a real partnership looks like, how they’ve structured succession and ownership, and why flexibility, trust, and local relationships have been key to their growth. This episode gives you a practical look at what’s working right now and how to build a business that truly aligns with your goals.