Planning for Success: Succession and Continuity Strategies for Financial Advisors
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Guest Expert: Tim Wyman, Center for Financial PlanningTim 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 webi...
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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.
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.