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| PRESENTER Kimbery Branch, CFP® Vice President of Marketing Strategy American Portfolios Financial Services |
MODERATOR David Armstrong Editor in Chief WealthManagement.com |
Don't leave your clients and employees high and dry...start planning for the future of your practice now.
While many advisors prove adept at helping clients plan for their financial futures, many fall short when it comes to planning their own. Some estimates by State Street Global Advisors show that over the next decade, nearly 7,000 advisors controlling more that $2 trillion in assets will retire - and more than two-thirds of advisors have no succession plan in place.
What you’ll learn from attending this webinar...
• How to measure the value of your practice
• Types of succession plans, and their advantages and disadvantages
• Six ways to drive up practice value
• Plus much more...
The NAEPC has approved this program for one (1) CE credit hour in estate planning for the AEP® designation program.
The Certified Financial Planner (CFP) Board of Standards has reviewed this program and will not be providing CE credit.
Investments & Wealth Institute has reviewed this program and will not be providing CE credit.
Not able to attend? Register anyway! Archived versions of WealthManagement.com webinars are available to watch ON DEMAND shortly after broadcast. You will receive an email with login instructions as soon as the replay is available. |
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