Mythbusting Advisor Succession
Statistically, half of you reading this are considering transitioning your business in the next 10 years. Whether to an employee internally, or to a peer external to your company, you probably began thinking about how it could all work, if it would work and all the possible “what-ifs.” You might come up with so many “what ifs” that you stopped thinking about the topic, saving it for another day.
David Grau Jr., a long-time advisor consultant and president of Succession Resource Group, will spend 30 minutes debunking five (5) of the most common myths related to succession planning and sharing the three (3) most effective and contemporary strategies advisors are using today, including SRG’s award-winning succession strategy, the “Shared Growth Model.”