Succession planning is a crucial yet often overlooked aspect of running a successful advisory practice. That’s where AdvisorFlow comes in – offering the resources you need to get started with confidence!
In this practise management webinar, industry leaders Chris Reynolds, Co-Founder and Executive Chair of Investment Planning Counsel (IPC), and Kirk Wakefield, President of KW Wakefield Financial, share their experiences navigating the transition process. Moderated by Brandon Chapman, CFP®, Founder of AdvisorFlow and Principal of SaaS Wealth Insurance, the discussion covers:
Our first speaker, Chris Reynolds, is the Co-Founder and Executive Chair of Investment Planning Counsel (IPC). With over 30 years of experience in the financial industry, he shares key advisor succession statistics and insights from his own journey.
Kirk Wakefield’s Succession Journey
Our second speaker, Kirk Wakefield, President of KW Wakefield Financial, brings 40 years of experience in financial advising and estate planning. In this segment, he shares valuable insights from his ongoing succession transition journey.
Our final speaker, Brandon Chapman, Certified Financial Planner and Principal of SaaS Wealth Insurance, leads an in-depth roundtable discussion on key aspects of succession planning, including timeline and readiness, finding the right successor, client and staff retention, and more
AdvisorFlow is a digital software for financial advisors to simplify data gathering and enhance the client onboarding experience. Register today to digitize and streamline your practise.
Please contact us with any feedback or suggestions for topics you would like us to discuss at future events.
