Succession Planning - Beyond the Math

Ensuring the best possible outcome for a succession plan goes well beyond the question, “how much can I get for my firm?” In this insightful, inspiring, information-rich talk, Shannon O’Toole Kuhlman, Buckingham Strategic Wealth’s Chief Talent Officer, and David Levin, Buckingham’s President and Chief Operating Officer, provide answers and fresh perspectives to the most important factors RIA firm owners should consider when planning for succession. Perfectly suited to succession-minded RIA firm owners and advisors, “Beyond the Math” delivers multi-faceted, actionable ideas designed to help participants ensure the brightest possible future for their clients, their teams, and themselves.