Session Description

The average insurance professional is approaching retirement age, while the life expectancy of their clients may extend for 30 years or more. Clients have a real concern about who will serve them in the coming decades. The presentation will look at strategies to ensure the longevity of a firm, deal with aging professionals, and bridge the gap between advisors’ interests and clients’ expectations. Sustainable businesses are better suited to recruit and train the next generation of professionals, which diversifies the profession and provides a link to the emerging demographic of savers and investors. The resulting benefits are a win-win-win for professionals, clients and the institutions that support them.

Biography

Brad Bueermann, CEO of FP Transitions, is a nationally recognized speaker and thought leader on matters of business value and equity management for independent financial professionals. Bueermann has been active in the merger and acquisition market for most of his career, beginning with Citibank in Milan, Italy, before moving on to ventures with the Christie Group, as well as private brokerage. He is the creator of FP Transitions’ Comprehensive Valuation Report, the industry’s standard for valuation, relying on the largest proprietary database of independent financial businesses in the U.S.

FP Transitions
4900 SW Meadows Rd., Ste. 300
Lake Oswego, OR 97035 United States

Email: brad@fptransitions.com
Phone:+1 800-934-3303