Lifestyle succession plan

What is a Lifestyle Succession Plan?

Many advisors begin the planning process too late, and their practice begins to lose value drastically as they begin to slow down. In this FP Webcast, our 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. Learn more about how to prevent value-loss and build a business capable of supporting multiple generations. 

Watch a brief introduction to this webcast here, and complete the form to the right to watch the webcast.