Optimize Succession: Finding Your Successor and Structuring the Deal
Member: $17
Non-Member: $23
Advisor Hunt’s presentation will cover the following topics:
● Finding Your Successor
● Structuring an Optimal Book Buy/Sell Transaction
● The Double Dip to Retirement
We will present and discuss ways for established financial advisors, those advisors with books of loyal clientele, to maximize their own wealth while better-serving their clients and increasing client loyalty.
The evolving financial services industry offers great opportunity for established advisors. Demands for differentiation, strong results and extra services provide advisors across the full industry spectrum the ability to leverage competitive advantages well beyond the standard fare.
From superior dealers that differentiate and provide a first class client experience, to optimal successions driven by client satisfaction and retention, there are material opportunities for established financial advisors to grow their career wealth.
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