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Preparing for Inter-Generational TransferWhy Attend
Prepare for the future by understanding how to transition your firm to the next generation of leaders.
Whether or not you’ve thought about handing over the reigns to the next generation of advisors at your firm, the time is coming. Hear from cross-generational leaders of RIA firms about the challenges they’ve encountered and how they strike a balance between promoting innovation and change and preserving legacy. Learn how these leaders have transitioned their firms into the next stage of business growth, including how they:
Prepare themselves for greater responsibilities
Convey change to existing clients and advisory staff
Manage intergenerational relationships
1 Hour - Education Session |
Douglas Lane, Douglas C. Lane & Associates Zinovy Iosovich, Focus Financial Partners Michael Nathanson, THE COLONY GROUP LLC Neal Price, Strategic Wealth Partners
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Brokerage Products: Not FDIC-Insured · No Bank Guarantee · May Lose Value
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