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Discussion: Cultivating Future Leaders
Activity Code: S805
Date: Sunday, April 14
If you own a planning firm, you need to be thinking strategically about planning for the organization’s next generation of leaders. This session explores strategies and techniques for developing successional ownership plans. Learn how to start an ownership transition, why mentorship is important throughout the transition process, what an effective ownership transfer plan should include, and how to integrate the transition into your firm’s marketing strategies.