Succession Planning

Succession Planning an opportunity not to be missed

WHAT DO WE MEAN BY SUCCESSION PLANNING? ,[object Object],[object Object]

WHAT IS THE OBJECTIVE ,[object Object],[object Object],[object Object]

BUSINESS SUCCESSION OPTIONS ,[object Object],[object Object],[object Object],[object Object],[object Object]

WHY IS THIS AN ISSUE? ,[object Object],[object Object],[object Object]

THE IMPACT OF THE DEMOGRAPHICS ,[object Object],[object Object]

THE IMPACT OF THE DEMOGRAPHICS ON THE CLIENT ,[object Object],[object Object],[object Object],[object Object]

IMPACT FOR THE ADVISOR ,[object Object],[object Object],[object Object]

BACK TO THE SUCCESSION OPTIONS ,[object Object],[object Object],[object Object],[object Object]

LIKELY TIMEFRAMES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

ELEVATING THE SUCCESSION ISSUE ,[object Object],[object Object],[object Object]

STEPS IN THE SUCCESSION PROCESS ,[object Object],[object Object],[object Object],[object Object],[object Object]

STEPS IN THE SUCCESSION PROCESS ,[object Object],[object Object],[object Object],[object Object]

PURPOSE OF THE DIAGNOSTIC REVIEW ,[object Object],[object Object],[object Object],[object Object]

PURPOSE OF THE INFROMATION MEMORANDUM ,[object Object],[object Object],[object Object]

GENERATIONAL SUCCESSION: some unique issues ,[object Object],[object Object],[object Object],[object Object],[object Object]

CRITICAL SUCCESS FACTORS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

ADVISOR SKILL SET REQUIRED ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

ENSURE YOU HAVE ,[object Object],[object Object],[object Object]

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