Succession Planning for Financial Advisers
Monday, December 10, 2018
3:00 PM - 4:00 PM EST

Here’s what you’ll learn:

  • Strategies to build a support system that allows your business and clients to thrive when you want to step away or retire.
  • Tips to find out if your current succession plan is effective and addresses all of your clients’ needs.
  • How to integrate the “next generation of advisers” into your succession plan.
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