Succession Planning for the Financial Service Professional: Understanding the Value of Your …
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Speaker(s):
Daniel L. Hughes, CLU, ChFC, CFP, CMFC
Succession Planning for the Financial Service Professional: Understanding the Value of Your Practice – Society of Financial Service Professionals
Financial Service Forum 2008
The FSP Forum is the premier educational meeting for the financial services profession. It focuses on continuing education, with a strong emphasis on advanced, practice-oriented instruction by world class speakers and provides CE credits for the credentials accepted for Society membership. A general session case study features a distinguished panel helping a family sort out a business succession planning problem. Complementing the advanced technical education are eight practice management sessions that provide important information on keeping your practice running smoothly and profitably.
A well thought out succession plan applies as much to the financial service professional as to any business owner in today’s market place. For financial service professionals, it is critical to understand the difference between a financial services practice and the financial services business you have developed. With the execution of a properly planned succession strategy, the financial services professional can accomplish two equally important goals: the successful transfer of his or her practice to a successor and the care of clients, making the process a win-win for both the professional and the clients.
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Duration : 0:2:4
