Every Succession Resource You Have Skipped the Most Important Part. Here Is What Is Missing.
If you have been putting this off, it is not because you do not care. It is because no one has addressed the part that feels most personal. This webinar is for experienced financial advisors who want a clear path forward, one that respects both the business you have built and the identity you have built it around.
Three Belief Shifts That Break the Stall
Uncover the 3 essential mindset changes that unlock the path to completing a succession plan. Attendees will leave reimagining the future, not just gathering knowledge.
A Plan That Starts Where You Are, Not Where Others Think You Should Be
Unlike traditional approaches, this plan puts you first. Your identity, fears, and aspirations take precedence, making it a more personal and effective process.
Protection That Does Not Require a Successor to Be Real
Demystify the succession planning myth that a successor must come first. Discover how a signed plan safeguards your clients, family, and practice value immediately, regardless of a successor.
What you'll learn
Why a succession plan is your strategic move for the future, even when the path isn't clear. Begin your journey today with confidence in the unknown.
Attendees will master 3 crucial mindset shifts to transform their approach to succession planning and confidently take action.
Discover a new era of succession planning. Say goodbye to endless Google searches and pointless checklists. Embrace real progress and visible achievements.
Uncover the power of a succession plan in safeguarding your practice's value, regardless of a successor's presence, for immediate impact on clients, family, and business worth.
Meet the speaker
Lauren A. Jeffery, RP, MA, CEA, CTDP
President | Point.Shift
Lauren Jeffery has spent more than 25 years watching experienced financial advisors do everything right for their clients and quietly avoid the one thing they owe themselves. As founder of Point.Shift and creator of The Succession Shift, she helps established advisors move from avoidance to a signed, living succession plan they are proud of, by addressing the part every other program skips: identity, psychology, and what the advisor actually wants. She is qualified to teach this not just because of what she has built, but because of what she has seen and refused to leave broken.
Reserve My Seat!
A practice without a succession plan loses up to 50% of its value the moment something unexpected happens. That is decades of work, halved overnight. Advisors who plan early negotiate from a position of strength. Advisors who wait take whatever they can get or leave their family to deal with a crisis at the worst possible time. This webinar does not cost you anything but an hour. Not having a plan already is.
Ready to Stop Adding This to Next Quarter's List?