How many times have you convinced yourself that you should create a succession plan, only to put off the project? Creating one - and doing it right - will not only protect your clients' futures, but also protect your own legacy.
Succession and business continuity plans will be one of the topics covered at the next Women Advisors Forum, set for Nov. 15 in Newport Beach, Calif. Whether you provide financial advice through a major wirehouse, regional brokerage, bank, independent firm or RIA, this forum is your opportunity to meet and learn from other high-ranking women advisors.
Another highlight of the day will be a Multimillion-Dollar Woman panel, featuring advisors with multimillion-dollar practices. This is your chance to hear directly from the industry's rainmaking role models.
Also on tap is an update on FINRA communication rules as well as a session on rethinking retirement for your clients.
To join the Women Advisors Forum community and for more details on the Nov. 15 event at the Island Hotel Newport Beach, visit womenadvisorforum.ning.com.