Session Description

Succession planning is a problem whether you are a “Grey Hair” or a “Young Buck.” “Grey Hairs” ask, “What will happen to my clients and my practice?” “Young Bucks” need to understand practice valuation, and how to resolve generational issues and write a workable succession agreement. There are practical ways to find the right “Young Buck” successor and ensure a successful practice transition to the next generation. This presentation changes the game with the new processes and specific steps to transferring relational equity. Advisors will discover how to identify the pitfalls that sabotage succession and how to profitably perpetuate client relationships.

Biography

Tom Guzzardo shows financial advisors the keys to accelerating performance and successfully transitioning their business to the next generation. He’s been doing it for more than 24 years. Guzzardo applies his advanced education and personal experience as the son of a successful producer and general agent to help advisors create and execute practical business and marketing game plans that drive their results, fast. Producers and leaders at all levels excel with his unique advice on hiring, training and motivating sales associates and staff to outperform their best. It’s made Guzzardo a top business speaker and advisor coach.

Top Leaders Coach
105 Peppermill Landing
Fayetteville, GA 30214 United States

Email: Tom@TopLeadersCoach.com
Phone: +1 678-898-5885
Website: www.topleaderscoach.com