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Does your practice have what it needs to support your acquisition strategy? Does your lifestyle practice align with your succession goals? In the first of two sessions,Sjolin explains how planning intentionally can help you maintain balance at all stages of your career. She breaks down elements of your practice over time and explain how to build value and develop a path to growth while also addressing common challenges financial advisors encounter.

Elaborating more in session two, Sjolin takes a closer look at the next evolution of succession for the profession, discussing which key business foundations support internal succession and long-term sustainability, how choosing a plan early preserves options in the future, and where to focus sustainability efforts to make the greatest impact.

Does your practice have what it needs to support your acquisition strategy? Does your lifestyle practice align with your succession goals? In the first of two sessions, Bender and Sjolin explain how planning intentionally can help you maintain balance at all stages of your career. They break down elements of your practice over time and explain how to build value and develop a path to growth while also addressing common challenges financial advisors encounter.

Elaborating more in session two, Bender and Sjolin take a closer look at the next evolution of succession for the profession. They discuss which key business foundations support internal succession and long-term sustainability, how choosing a plan early preserves options in the future, and where to focus sustainability efforts to make the greatest impact.