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Preparing for Inter-Generational Transfer

Session Speakers
Session Description

Why Attend
Prepare for the future by understanding how to transition your firm to the next generation of leaders.

Session Details
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

Additional Information
CPE-1 hr
Education Session
1h
Session Schedule