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Planning for Success: Succession and Continuity Strategies for Financial Advisors
Guest Expert: Tim Wyman, Center for Financial Planning
Date:
Attendee's Excellent Rating: 84%
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.

Attendees 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.

missy@financia…

Fri, 01/24/2025 - 11:03

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.
Planning for Success: Succession and Continuity Strategies for Financial Advisors 01-24-25