Succession Planning: The Financial Planning Opportunity Hiding in Plain Sight
Includes a Live Web Event on 09/02/2026 at 12:00 PM (MDT)
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- Non-member - Free!
- Member - Free!
Want to grow your practice, stand out from the competition, and become the go-to advisor for business owners? Succession planning represents one of the greatest untapped opportunities for financial planners. In this session, participants will learn how to identify succession planning opportunities, lead more strategic client conversations, collaborate with other advisors, and create more comprehensive planning engagements that strengthen client relationships and drive long-term practice growth.
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0
Kelly Maheu, JD
Chief Executive Officer
International Succession Planning Association
Kelly Maheu, JD, is Chief Executive Officer of the International Succession Planning Association (ISPA). She leads the organization's efforts to advance succession planning education for advisors serving business owners. Kelly has nearly 20 years of experience leading professional associations, educational initiatives, and strategic partnerships within financial services.
Hugh Roberts, CFP®, CSP®
Partner & Succession Advisor
The Rawls Group
Hugh B. Roberts, CFP®, CSP®, is a Partner and Succession Advisor with The Rawls Group. A CFP® professional with nearly 30 years of experience, he helps business owners and their advisors develop succession strategies. Hugh is a nationally recognized speaker and author of Help! I've Got Family in the Business.
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