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A unique succession plan for ageing advisers

LESSON NAVIGATOR

CURRENT

A unique succession plan for ageing advisers

Key Takeaways

  • Having a longer term succession plan aligned to both an exit strategy and your clients’ best interests can bring excellent results
  • Getting the right cultural fit is key to making this approach work – the recipe for success
  • Implementing a joint client service model facilitates a very smooth transition of the business

Key topics

A unique succession plan for ageing advisers

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Course Lessons

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Start planning your exit strategy early age their strengths and target market

Candid about what he calls “the big, looming issue of ageing representatives in our industry,” Dave Gorveatte…
2019-10-29 03:54:00

Certificate

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