Planning for Success: Succession and Continuity Strategies for Financial Advisors
Guest Expert: Tim Wyman, Center for Financial Planning
Date:
Webinar Replay Description
Tim Wyman, Managing Director at Center for Financial Planning, shared insights and real-world strategies to help financial advisors navigate succession and continuity planning effectively. The webinar covered actionable approaches for internal succession, career development, and fostering a long-term culture of succession planning to build sustainable, multi-generational firms.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Succession planning is complex and extremely time consuming.
- Percy B.
That giving a junior partner the opportunity to buy a share of the practice.
- Patricia B.
More confirmation that the succession plan we have in place makes sense relative to the recommendations than anything very new. Great overview of a very interesting and important topic! Well done!
- Frank M.
Succession planning is complex and extremely time consuming.
- Percy B.
That giving a junior partner the opportunity to buy a share of the practice.
- Patricia B.
More confirmation that the succession plan we have in place makes sense relative to the recommendations than anything very new. Great overview of a very interesting and important topic! Well done!
- Frank M.
Planning for Success: Succession and Continuity Strategies for Financial Advisors 01-24-25
Attendees Comments:
Succession planning is complex and extremely time consuming.
- Percy B.
That giving a junior partner the opportunity to buy a share of the practice.
- Patricia B.
More confirmation that the succession plan we have in place makes sense relative to the recommendations than anything very new. Great overview of a very interesting and important topic! Well done!
- Frank M.