SUCCESSION PLANNING
FOR ADVISORS
Succession Plan:
An advisor’s planned transition of leadership to their Successor.
Why do I need a Succession Plan?
Fiduciary duty: fiduciary advisors must always act in their clients’ best interest. that means having a succession plan.
provide for your family: fund your eventual retirement. Ensure your family gets value from your legacy.
peace of mind: ease your clients’ concerns and have answers to their succession planning questions. rest easy knowing you’ve built a legacy.
WE PRIORITIZE internal succession PLANNING FOR small and mid-sized fee-only ria firms and solo lifestyle practices!
SUCCESSION PLANNING SERVICES
ONGOING COACHING
WE HELP GUIDE AND IMPLEMENT the succession plan for long-term success.
ongoing ENGAGEMENTS SUPPORT LONG-TERM EXIT PLANNING PROJECTS WITH NO predetermined end date.
BOOK AS-YOU-GO AT $400 PER HOUR, OR IN BUNDLES OF 12 HOURS AT A DISCOUNTED RATE.
ONE-TIME STRATEGY SESSION
PROJECT-BASED Succession planning IS PROVIDED THROUGH A STRATEGY SESSION.
BOOK THE 1-HOUR SESSION AND GET SPECIFIC QUESTIONS RESOLVED QUICKLY.
VALUED AT $1,200, THIS IS NOW AVAILABLE FOR $400. PAYMENTS ARE MADE WHEN BOOKING.
DOWNLOADABLE RESOURCES
MEET YOUR SUCCESSION EXPERT
BROOKLYN H. BROCK, CFP®, CEPA®, CHFC®, CKA®
TALK WITH A 3RD GENERATION CFP® AND ria-OWNER TODAY!
