Have your cake and eat it, too. Did you know you can monetize, simplify and preserve your legacy, all while bridging to the next generation? Most will wonder, "what's the catch?"
Cerulli research shows that over the next decade close to 40% of advisors plan to retire. Many advisors delay formalizing exit arrangements until their options begin to dwindle, struggling with where to start given the multitude of paths and options available in the marketplace.
Join us for an insightful dialogue featuring industry leaders and advisors who will highlight how they planned far ahead of their retirement, secured a competitive monetization, maintained independence for their practice, and successfully transitioned to the next-generation advisor - all while continuing to objectively serve their clients free from the confines of their buyer's objectives.
