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Real Life Career Transitions and Succession Planning for Financial Advisors

All successful financial advisors face a turning point in their career . . .

Most succession planning presentations are focused on the sale, the price and the terms. This webinar will focus on helping you determine what really matters and your options. How do you prepare the practice, honor your clients, your employees and your family? How can you be successful in transitioning to your next phase of life and work?

Marty Kurtz, CFP® has been in the midst of his own transition journey from the successful practice he built. Elizabeth is Marty’s consultant as well as consultant to numerous advisors and firms at varying stages of their professional lives. She retired from her own practice several years ago. Both Marty and Elizabeth are former presidents of the Financial Planning Association and thought leaders in the industry.
Recorded Oct 1 2014 40 mins
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Presented by
Marty Kurtz, CFP ® and Elizabeth Jetton, CFP®
Presentation preview: Real Life Career Transitions and Succession Planning for Financial Advisors

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Tips, advice and thought leadership to help build your business
Hear from a range of industry experts on interesting and unique ways to better market your practice among the high-net-worth audience. Topics include practice management, social media, referral marketing, blogging, connecting with clients and so much more.

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  • Title: Real Life Career Transitions and Succession Planning for Financial Advisors
  • Live at: Oct 1 2014 3:00 pm
  • Presented by: Marty Kurtz, CFP ® and Elizabeth Jetton, CFP®
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