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

Daniel R. Meylan currently serves as the national sales director for a health insurance third party administrator based in Kansas City, Missouri. He has launched seven new insurance operations and acquired or sold more than 50 agencies. Meylan’s various titles have included agency principal, CEO of a wholesale broker, and sales manager for a national broker. He currently serves as a business advisor to multiple private companies. Meylan writes, speaks and teaches on biblical business principles. In this era of uncertainty and chaos, Meylan’s 43 years of business experience serve as the foundation for his vital insurance industry leadership.

Top Leaders Coach
6400 W 119th St.
Stilwell, KS 66085 United States

Email: dmeylan@weaversonline.org
Phone: +1 719-338-6466