The financial services industry has grown way up. The independent ranks are full of mature, valuable practices built over years of dedicated hard work by talented advisors. Now what? What does the next chapter look like for the many seasoned advisors ready to reap the rewards of their business and successfully transition it into the next leader’s capable hands?   

I help advisors plan their successions and transition their practices. I look forward to sharing my outlook on the industry succession landscape and offering examples that bring clarity and help you shape your individual succession experience.

• Myths and realities – a future outlook for the independent practice
• Types of succession scenarios – what’s working for who
• How to evaluate your options for stepping away – internal, external, when
• What makes a successful transition to another advisor, what can go wrong?
• What client experience aspects to consider in the transition