Succession Planning: Protect and Maximize Your Business

Presented by

Aaron Hasler, Managing Director, Finetooth Consulting

About this talk

Succession planning is a term that, as Advisors, we are familiar with yet too few of us are actually putting to use in our own practices. It is a term that can also mean very different things to different people. For most, succession planning means protecting and maximizing what matters most to you and to your clients. Listen to the successes, pitfalls, and strategies as we review the current retirement and succession plan templates while arming you with the tools you need to apply the ideal succession plan to your practice and fulfill your objectives for your clients and your business through the next generation and beyond.

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The US Financial Advisors Channel provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning. You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.