Next-generation advisors are energized by the opportunity of ownership, but most existing owners are stalled in their planning. Though founders understand the benefits of internal succession, they can be unsure of how to proceed and resist communicating their plans to junior advisors.

As a next-gen advisor, you can help break down the barriers and make their succession decision easier. By preparing yourself for the role, educating yourself on the process, and initiating the conversation you can help your business take important steps towards securing sustainability while reaping the rewards of ownership in a growing enterprise.

Jumpstarting the Ownership Conversation
Christine Sjölin, SHRM-SCP, VP of Strategic Development / Partner
Ryan Grau, CVA, CBA, VP of Business Valuation Services / Partner

Join the FP Transitions next-generation leadership team for actionable guidance on moving your plans forward and taking your well-earned seat at the ownership table. During this presentation you’ll discover:

  • How to position yourself as a leader in your firm.
  • How to prepare for the obligations–and benefits–of ownership.
  • What to keep in mind during the succession conversation.
  • What the succession process looks like.
  • How to convince your boss that it’s time to take the next step.

Understanding your ownership options and jumpstarting the succession conversation are critical for advancing your advisory career. It’s time to jump in and take the next step on your journey.

Fill out the form to view the presentation and access additional succession resources.