The demographic reality of the Financial Services Industry is that many Sr. Advisors are looking at the sunset. As they approach an eventual and profitable exit, they strive to create a clear path with minimal friction and disruption to the business and client relationships. Having worked to build a successful practice over the past 20/+ years, many aspire to a work optional lifestyle.
A logical pathway for many is to bring on a family member or protégé into the practice. And, while there are many positives associated with this move, there are several pieces to the puzzle that need to be addressed.
Continuity Solutions™ has developed and refined a turnkey approach called The Succession 360 Process™. It is an all–encompassing solution and insures a predictable succession.
Join us January 20th and 21st, where Duncan MacPherson, CEO of Pareto Systems and Michael Marciniak, Chief Business Officer of Advisors Ahead, will discuss:
7 OF THE MOST COMMON SUCCESSION MISTAKES MADE BY ADVISORS
THE SUCCESSION 360 PROCESS™ – A 7 STEP TURNKEY APPROACH
Developed By Continuity Solutions™