Succession Readiness isn’t just for advisors approaching retirement; it is the mindset required for both buyers and sellers preparing for a smooth transition! Knowing what your goals are now and for your ideal exit scenario is essential to success.
Join Brooklyn Brock, a 3rd generation financial advisor, and exit coach to advisors themselves, in this interactive presentation. Together, we will identify common mental roadblocks that derail a transition, explore succession readiness prerequisites using a Retirement Readiness Assessment tool, and identify the right exit strategy to accomplish your unique goals.
Any advisor at any age and stage of life and business will leave this presentation better prepared for an internal succession or M&A event!
- Redefine your Identity and Purpose
- Assess Retirement Readiness
- Identify your Succession Goals/Plan
Walk away & do: You will walk away with a deeper understanding of where you are in the succession journey and a checklist of actions to accomplish your succession goals.
Cost: $0 Equita Financial Network Member; $39 Non-members
Attend the live webinar for 1-hour CFP® and NAPFA CE