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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.
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.
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.
|Title: The Succession Challenge: Building an Extraordinary Team|
|Date: Monday, May 21, 2018|
|Time: 1:00 PM Eastern Daylight Time|
|Duration: 1 hour|
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