Advisor Succession Planning Panel

Speakers: Angela Kennedy Robinson CRC®, John Gilliam, Jim Kennedy CRC®, CMFC®, LUTCF , Tony M. Ashton, CLU, RFC, Daniel Zeplain, Cary B. Stamp, CFP, CDFA, AIF, CAP, AEP

Year: 2019

Succession planning is downright difficult in our industry. You have spent a life building relationships with those you work with and a legacy of your name. It is not easy to turn this over to another generation or an outsider, but inevitably it must be done. How do you do it—logistically and emotionally? How do you make sure your promises are fulfilled? How do you avoid what you fear most? This open forum panel was set to address these questions and more.Session takeaways:• Find out what selling looks like from a buyer’s perspective• Learn how to do succession planning right when it comes to family• Hear a true story about a succession plan that didn’t happen

Keyword Search

Filter products by:



Session Rating:

Recording Type: