Succession Planning and the Exit Decision for Professional Financial Advisors

EXIT PLANNING ECOSYSTEM WEBINAR SERIES

Succession Planning and the Exit Decision for Professional Financial Advisors


Christine Timms and Susan Latremoille, two recently retired/exited financial advisors discuss the experience of deciding when to exit from advising and how to successfully transition a retiring advisor’s clientele to a successor advisor.  This webinar will provide the attendees with the needed insight and understanding of both the retiring/exiting advisor and the successor advisor.

 

Christine will introduce participants to step-by-step processes and tools to complete successful transitions including:

  • Articulating both advisors unique business models
  • Steps of Transition Timeline
  • Potential Successor Evaluation Worksheet
  • Client Transition Contract Issues to Address

 

Susan will discuss planning for a successful post transition life for the exiting advisor and the importance of synergy between the exiting advisor and the successor.

The webinar will also discuss a financial advisor’s Retirement Exit Decision including:

  • Hints that it may be time to start preparing for retirement (personal and business)
  • The Dangers of waiting too long to retire (personal and business)
  • Steps towards retirement

 

Learning Objectives:

  • How and when to successfully retire from a Financial Advisory career
  • How to successfully transition a financial advisor’s practice to a successor advisor.
  • How advisors can position themselves to receive group referrals from other advisors (usually a retiring advisor)

 

 

About the Exit Planning Ecosystem Series:

If you are looking to learn more about a variety of topics within the exit planning ecosystem, this introductory level webinar series is right for you. This webinar covers topics such as: valuation, estate planning, tax planning, market updates, M&A, real estate, financial planning, exit planning, value growth, and exit options.

The EPI Exit Planning Ecosystem Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught at or in the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.

 

BEST INDUSTRY CONTENT

Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenters


Christine Timms, B. Math., CPA, CMA

Christine Timms, B. Math., CPA, CMA

Author of Handbooks for the
Professional Financial Advisor Series

VIEW BIO

Susan Latremoille, CRC, FEA, ICD.D, MBA

Susan Latremoille, CRC, FEA, ICD.D, MBA

Co-Founder & Partner,
Next Chapter Lifestyle Advisors

VIEW BIO