The Succession Challenge: Building an Extraordinary Team – Janus Henderson Investors – 5.21.18

Summary:

Now On Demand.

Only 27% of advisors have a documented succession plan in place, according to a recent survey with the Financial Planning Association. So why do so many advisors fail to plan for the inevitable? The study revealed that more than half of these advisors are struggling to find the right successor.

Building a top-performing team is paramount to identifying the right successor to leave a lasting legacy for your practice after retirement. Janus Henderson Labs, in collaboration with The Investments & Wealth Institute and Cerulli Associates, explored 2,800 advisory practices to discover what qualities are shared by the most successful teams.

Learning Objectives:

  • Learn the attributes of top-performing advisory teams.
  • Identify the core elements of successful teams and how to apply them to your practice.
  • Gain insights on how to select and train the right successor for your succession plan.


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:
Michael Futterman
Assistant Vice President
LabsTM Professional Development

Michael Futterman is the Assistant Vice President for LabsTM Professional Development Team. In this role, he is involved in research and curriculum development for our Professional Development programs. He is a frequent speaker and coach to advisor and client audiences. Michael leverages his experience with Outward Bound, management consulting firms and the financial services industry to bring innovative, engaging and thought-provoking content to his clients. Michael has over 22 years of financial services experience with expertise in practice management, consulting and training. He earned a MA in Organizational Psychology from Columbia University.

Overview:
Title: The Succession Challenge: Building an Extraordinary Team
Date: Monday, May 21, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
*First Name
*Last Name
*Email
*Work Phone
*Company
*Title
*State
*Type of Advisor
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
CFP # (Not Applicable for On Demand)
IMCA (CIMA, CIMC or CPWA) # (Not Applicable for On Demand)
Zip Code for IMCA Submission (Not Applicable for On Demand)
CFA Institute ID (Not Applicable for On Demand)
Please submit any questions for our speakers
Janus Henderson LabsTM programs are for information purposes only. There is no guarantee that the information supplied is accurate, complete or timely, nor is there any warranty with regards to the results obtained from its use. Janus Henderson and Janus Henderson Labs are trademarks of Janus Henderson Investors. © Janus Henderson Investors. The name Janus Henderson Investors includes HGI Group Limited, Henderson Global Investors (Brand Management) Sarl and Janus International Holding LLC.