Webinar: Advisor Succession Strategies and Perspectives

WEBINAR: Advisor Succession Strategies and Perspectives
Tuesday, December 2, 2014; 4:15pm Eastern Standard Time

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Research shows that while the average age of financial advisors has gone up, the percentage of advisors that don't have a succession plan in place has gone up as well. Why don't more advisors have a plan, and how can the industry better prepare for the future?

This webinar explores the reasons advisors are slow to adopt a succession plan and provides key insights on the following:

  • Getting serious about succession planning
  • Thinking smarter about buying and selling practices
  • Making accurate valuations