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Annual Conference 2020 Rewind: Succeeding at Succession - How to Transition Your Practice Profitably & Proudly

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Includes a Live Event on 12/29/2020 at 12:00 PM (MST)

It's inevitable. You will transition from your practice one day. The question is will you be in control of your exit — or will you let fate and circumstance determine what happens to the business you have spent your life building? Succession is a process — not an event. It includes maximizing your practice's value, selecting the best exit option, choosing the right successor, and planning an orderly transition. This session helps advisors evolve from knowing what to do to knowing how to implement to create a successful succession plan - to assure their lifestyle and the legacy they deserve.

  • Better appreciate the immediate need for a plan to transition their business -whether their intention is to do so in the near future or at some point down the road
  • Evaluate the pros and cons of various transition options and determine which would best suit both their financial and emotional needs
  • With appreciation of the priority and process for transition preparation, participants will be motivated to begin or complete their personal plan

George Hartman

CEO, Market Logics Inc.

George Hartman is an insightful industry observer and prolific writer, having published five best-selling books for financial advisors, including Blunder, Wonder, Thunder – Powering Your Practice to New Heights, and EXIT is NOT a Four-Letter Word – How to Transition Your Practice Profitably and Proudly.

His engaging style, humor, and professional knowledge have made him highly sought after as a keynote speaker, workshop facilitator, webcast host, and training session leader. With 30 years of experience delivering powerful presentations to audiences around the world, George has a compelling ability to make audiences eager to progress from “knowing” to “doing”.

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Annual Conference 2020 Rewind: Succeeding at Succession - How to Transition Your Practice Profitably & Proudly
12/29/2020 at 12:00 PM (MST)   |  60 minutes
12/29/2020 at 12:00 PM (MST)   |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available