TRANSITION TALK

[FP WEBCAST] Lifestyle Succession Plan

Posted by FP Transitions on Apr 16, 2015 9:55:00 AM

Where do you want to be in 5 years, 10 years, maybe 15? Many advisors begin the planning process too late. In our lastest FP Webcast, President and Founder, David Grau Sr., talks about how to execute a proper succession plan. From thinking realistically about your time to harnessing second-generation talent, David walks you through the benefits and logistics of starting early.

It's true of every entrepreneur: you get married to the income; you get married to the lifestyle. It's fun, it pays well and you feel rewarded. Why would you stop that? Answering that question is where we started to really figure out what a succession plan is and how does it work for the financial services industry.

 

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Topics: Compensation, Succession Planning, Webcasts, Equity

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