---
title: Next Generation Learning Objectives | Webinar Series Nov 2021
description: Be a successful financial advisor with these tips. Learn about succession planning, ideal successors, and more!
---

- [Plan More Strategically](##)
- [Develop Next Generation Leaders](##)
- [Transition the Business](##)

- [ Success in Your Succession](##)
- [Leader More Effectively ](##)

- [Consulting Services](##)
- [Team Insights 360™](##)
- [360 Leadership](##)
- [Assessments](##)
- [Compensation Design](##)
- [Long Term Incentive](##)
- [Compensation](##)
- [Ensemble Consulting](##)
- [The Merger Maximizer™](##)
- [Business Continuity](##)
- [Acquisition Consulting](##)

- [Content](##)
- [Speakers](##)
- [Keynotes Topics](##)
- [Webinars](##)
- [Quickstart Workshops](##)
- [Intensive Workshop](##)
- [Certified Financial Services ](##)
- [Coach Training Program™](##)

- [Course Catalog](##)
- [- Learning Pathway](##)
- [- Learning Pathway](##)
- [- Learning Pathway](##)
- [- Learning Pathway](##)
- [- Learning Pathway](##)

- [Curated Content](##)
- [Recommended Reading](##)
- [Top Blogs](##)
- [Advisor Websites](##)
- [Podcasts for Advisors](##)
- [Top Conferences](##)
- [Consulting Firms](##)

- [ICF](##)
- [Enduring Results](##)
- [Corporate Partnerships](##)
- [Client Results](##)

# Success in Succession™

- [Program & Registration](https://www.clientwise.com/program-and-registration-virtual-nov2021?hsLang=en)
- [Meet the Facilitators](https://www.clientwise.com/meet-the-facilitators?hsLang=en)
- [Controlling Owners Learning Objectives](https://www.clientwise.com/controlling-owners-learning-objectives?hsLang=en)
- [Next Generation Learning Objectives](https://www.clientwise.com/next-generation-learning-objectives?hsLang=en)

Success in Succession™

### Next Generation Owner/Partner Learning Objectives

- Design what you want for your future.
- Understand what it takes to be a partner and owner.
- Understand what path to partnership and ownership entails.
- Articulate your expectations of the Controlling Owner and yourself while on the path to succession.
- Creating a Roadmap to Success in Succession Together

Topics  
1. Defining the Next Phase of Your Professional Life  
2. Defining the Perfect Succession  
3. Designing Ideal Successors  
4. Understanding the Present  
5. Valuing the Firm  
6. Understanding the Current State of Succession--- Strengths and Gaps  
7. Creating a Roadmap to Success in Succession Together

[![Success in Succession™](https://www.clientwise.com/hs-fs/hubfs/Screen%20Shot%202022-05-11%20at%204.02.54%20PM.png?width=1364&name=Screen%20Shot%202022-05-11%20at%204.02.54%20PM.png "Success in Succession™")](https://www.clientwise.com/hubfs/Success%20in%20Succession%E2%84%A2%20June%202022.pdf?hsLang=en)