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.