Success In Succession - A Tactical Roadmap

It’s one of the great ironies of wealth management. The very best in the business are laser-focused in ensuring their clients carefully plan for the future. However, the vast majority of advisors (more than 70%) have yet to engage in meaningful planning for their transition. If maximizing enterprise value and building an enduring firm matter to you; if achieving true success and a lasting legacy matter to you; then you can’t wait any longer to start actively planning. 

This fast-paced session will include a seven-part roadmap, four questions every entrepreneur needs to answer, peer-to-peer learning, and interactive polling to better gauge and understand the attitudes and actions of top advisors like you.