Six Steps To Building A Practice For Succession - The Next Gen Way

John Anderson
03/15/13 4 PM EST Program Id: 909855705
4.7
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In an era of tough markets, aging clients, and declining valuations, your practice is probably not worth as much as you think it is. Targeting younger investors and creating a company culture that aligns with potential acquirers is key to your success.
 
Whether you’re a 60-something advisor ready to transition to a new life, or a 40-something professional in your peak earning years, at this webinar you will learn:
 
·         Who is the next generation and what do they want from advisors?
 
·         The hard facts about valuation and succession planning
 
·         How to implement an action plan to build your firm’s value via the next generation
 
 
Speaker John Anderson, a managing director in SEI Corp.’s Practice Management group, is responsible for helping financial advisors grow their businesses, create efficiencies in their operations, and differentiate their practices.  He manages a team that provides investment research, case support, and analysis to support advisors. John has more than 25 years in financial services.

More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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