Sponsor Content from LPL Financial
With nearly 40% of advisors planning to retire in the next decade, securing a strong transition is more important than ever. But a successful exit doesn't have to mean losing control, impact or independence. Imagine simplifying your legacy while preserving everything you've built — and monetizing along the way.
In this webinar, top advisors and industry insiders discuss how they've navigated today's complex exit landscape. Discover how to set a strategy that protects your legacy, positions you for monetization and connects seamlessly to next-gen leadership without compromising your client-first approach.
You'll learn:
- Proven strategies for a seamless, profitable retirement transition
- Key steps to planning an exit strategy early for maximum benefit
- Insights on preserving practice independence even after monetization
- How to create a succession plan that aligns with client needs and future growth
- Best practices from advisors who have successfully passed the baton to the next generation
