Coffee Talks is a webinar series by Advocis featuring 30 minute talks on subjects of interest for advisors.
Episode nineteen: Preparing Your Business for Succession in the Digital Age
Financial advisors invest their practices into ensuring the future security of their clients, but they often underestimate the importance of securing the future of the practice itself. They also face not only the complexity of succession planning, but how to undertake it in a way that aligns with the type of service that clients increasingly expect in the digital age.
Join us on December 1st at 11:00 am EST for a Coffee Talk with Sam Febbraro, Executive Vice President at Investment Planning Counsel Inc. as he unpacks how to create a succession game plan by surveying the options available, identifying the key players, and creating a multi-year plan of action to pivot your business towards the best next step.
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