Kimbery Branch, CFP®
Vice President of Marketing Strategy
American Portfolios Financial Services
Editor in Chief
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...
*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
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.