Join us November 18, 2020 at 12:00 PM to learn the 5 Key Reasons Why Advisors Need a Succession Plan Today.

Planning for clients has always been the #1 goal, but less than 50% of advisors have a succession plan in place, even during a pandemic. How might an unanticipated sudden or gradual change impact your practice, clients and lifestyle?

Preparing for your next 1, 3, or 5+ years requires thoughtful planning, emotional checkpoints and realistic expectations in good and unexpected times.

Hear five key points and action items on how to be proactive with your planning.

In this interactive webinar you will learn:

  • What impact Covid had on valuations this year
  • What adjustments are savvy advisors making in their practices
  • What are the biggest assumptions which can hurt your ultimate goals