Optimal Practice Succession
IFB Member: $19
Non-Member: $24
This presentation will cover book successions to established advisors, those with strong track records of gathering and retaining assets. Established advisors will not only provide competent advice, but also of great importance, they will inspire confidence in clients. As digital alternatives continue to grow and the industry becomes ever-more crowded, inspiring confidence through communication, persuasion and putting people at ease, what some call “just sales,” is becoming more valuable than it has ever been before.
Putting clients first means putting yourself first too. The most successful succession advisor will provide an optimal succession experience and outcomes for your clients, and that same successful advisor will provide the strongest transition terms for you.
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