Skip to main content
Tim Wyman
Planning for Success: Succession and Continuity Strategies for Financial Advisors
Guest Expert: Tim Wyman, Center for Financial Planning

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.

Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.

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

Attendees Rating:

Excellent (84%)
Average (16%)
Below Average (0%)

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.