How to create a Financial Planning business that outlasts you

Presented by

Chris Budd, The Eternal Business Consultancy

About this talk

You have created a profitable business. You are proud of your employees, and you consider many of your clients as friends. How can you sell and still see the business continue so that you, your employees and your clients benefit from the legacy you leave behind? Learning objectives During this session you will learn about: •The exit options available to you •The Employee Ownership Trust •The four areas of a business to focus on in order to leave a legacy •How to truly empower employees •How to develop a leadership model

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We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.