Becoming Succession Ready: the Journey Before the Destination
Succession Readiness isn’t just for advisors approaching retirement; it is the mindset required for both buyers and sellers preparing for a smooth transition! Knowing what your goals are now and for your ideal exit scenario is essential to success. Join Brooklyn Brock, a 3rd generation financial advisor, and exit coach to advisors themselves, in this interactive session. Attendees will identify common mental roadblocks that derail a transition, explore succession readiness prerequisites using a Retirement Readiness Assessment tool, and identify the right exit strategy to accomplish your unique goals. Any advisor at any age and stage of life and business will leave this presentation better prepared for an internal succession or M&A event!
Learning Objectives:
- Learn how to redefine your identity and purpose
- Assess retirement readiness
- Identify your Succession Goals/Plan
Thank you for attending!
