What's Stopping You? Overcoming Barriers to a Rewarding Succession

By Advisor.ca

There comes a time in every entrepreneurial advisor’s life when they must prepare to transition their business. Yet, only 11% of advisors have a succession plan.

It’s easy to understand why succession planning can be difficult for Advisors. They feel hesitant for various reasons: who can they trust to take over the business and take care of their clients? How should they value their business? What happens to their team after they sell? How should they approach an exit? What’s next for themselves?

These are some emotionally-charged questions you too may have. These questions don’t have to stop you from designing a succession to protect your future, and the future of your clients and staff.

Join us for a discussion on how to overcome succession barriers. You’ll hear first-hand from advisors who have succeeded their own business – sharing their personal experiences, insights and how they transitioned confidently.