Succession planning is one of the most important undertakings an advisor will make, yet many firms underestimate the time, complexity, and preparation required to get it right.
In this webcast, John Thiel and Pat Corry explore the realities of RIA succession, from internal transitions to external partnerships and M&A. The conversation goes beyond just valuation to examine what truly drives a successful transition: protecting client relationships, preparing your team, preserving your legacy, and building a strategy well before a transition is on the horizon.
Not sure how prepared your firm is? Take our 3-minute Succession Readiness Assessment for an unbiased perspective on the strengths and potential gaps in your current plan.
