Defining your role in the exit/succession planning process is more challenging than it sounds. Capitalizing on a unique process/methodology is not enough, advisors must choose their offering, partners/resources, and messaging, as well as develop a new line of business (or brand), marketing materials, digital presence, and metrics to track cash flow and measure success. Join Shelley to discuss whether you can continue to rely on your technical acumen to power through the myriad of opportunities and challenges or will you augment your client offerings and maintain the quarterback position through a well-defined process?
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Shelley Lightfoot, CEPA, Partner-The Founders Group