With over two decades in the industry, our guest Jeff Concepcion understands the ins and outs of what it takes to establish a name, and a legacy, in the industry.
Research has shown that over the next ten years, 40% of all financial advisors plan to retire. In fact, there are currently more CFPs over the age of 70 than there are under the age of 30.
While those numbers are insightful, the real revelation is that the vast majority of those advisors planning on retiring, don’t have a clear plan on how to do it.
When it comes to buying or selling a book of business, there is a desperate need for more education on everything involved with that transition. So, we are hosting this webinar with special guest Jeff Concepcion to help you create a plan.
Your webinar hosts Frantz Widmaier and Matt Hicken will discuss how to:
- Become informed on the options available to prepare for retirement/phase-out.
- Bring on Jr. Advisors or family members.
- Train your new Jr. Advisor.
- Sell your business.
- Transition out of business.
- Acquire and integrate purchased books into your practice.
- And more…
With over two decades in the industry, Jeff understands the ins and outs of what it takes to establish a name, and a legacy, in the industry.
On this webinar, we will be discussing some of the biggest misconceptions about buying or selling a book of business, the pros and cons to selling your business versus transitioning to a junior partner, and the key aspects of a successful transition.
By the end, you will:
- Understand how to evaluate the value of your practice.
- Know how to prepare your practice for sale.
- Understand if you should sell your practice or bring on a junior advisor.
- Gain awareness of the key things to look for when purchasing a book.
Note: This exclusive webinar was recorded in 2020, during the height of the pandemic, before we began incorporating video into our sessions. While it features audio-only content, the strategies and insights shared by Jeff Concepcion and our hosts remain as impactful and actionable today as they were when first presented. This timeless resource offers guidance for financial advisors navigating the complexities of transitioning a book of business, preparing for retirement, and building a legacy.
Jeff Concepcion
Chief Executive Officer
Stratos Wealth Partners
Frantz Widmaier
Chief Executive Officer
Bill Good Marketing
Matt Hicken
Senior VP of Consulting
bill good marketing
