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Format:

half-day workshop and/or keynote presentation

Foundational concept:

To address and overcome the underlying obstacles getting in the way of completing a comprehensive succession plan and to begin to customize and take actionable steps in building a successful plan.

Although advisors agree with the need to have a plan to cover their practice in the event of the unforeseen or in a transition, based on extensive research, the reasons more than 75% of advisors don’t yet have one is due in large part to a lack of emotional motivation. Additionally, with pending requirements, to build or not to build a plan will no longer be an option.

Key exercises/tangible deliverables:

Vision exercise to identify their future, develop a successor profile to better evaluate candidates, and identify barriers to moving forward.  Delivered in a highly interactive session with small group discussion, pair and sharing, and self-exploration.

Key concepts/takeaways:

  • A clear assessment of current situation
  • Identify challenges being faced in completing a plan
  • The motivation to start, complete, or review a plan
  • Identify a potential successor
  • An accountability tool

Learn More About Successful Succession

For more information about this program or to schedule an initial consultation, please call us at 616.901.0735 or send us a quick message.

Contact Us Today!

Our Most Popular Programs

Sales Effectiveness:
  • Core Four
  • Coaching The Sale
  • Compass
  • Connect
  • EPIC
  • Small Room, Big Deal
  • Speak Up
  • Transitions
  • LED
  • Time Machine
Leadership Development:
  • CLARITY…In Critical Thinking and Communication
  • Clout
  • Fulcrum
  • MVP I
  • MVP II
  • Successful Succession
  • Multiplicity
  • Messaging

Our Team

George<br/>Amidon

George
Amidon

Managing Partner

Sandra Ottinger

Senior Consultant
Jim<br/>Morel

Jim
Morel

President/
CEO
Kaleen<br/>Barbera

Kaleen
Barbera

Managing Partner
Greg<br/>Heffington

Greg
Heffington

Managing Partner

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