To help fellow advisors, not make the mistake I made, selling my practice of 36 years, without truly knowing the totality of the impact it had on my life. As advisors, we play a critical role in our clients lives, helping them navigate all there is to consider. When it comes to leaving that role behind, you may think you got it covered...but you should think again. My journey will inspire you to find what's hidden from your view, to create a future that's beyond what's familiar, and to be fearless, because the world needs us now more than ever.
Learning Objectives:
Upon completion, participants will be able to prepare for a future succession plan, and understand the importance to have a plan now.
Upon completion, participants will be able to identify the consideration of hiring a business coach.
Upon completion, participants will be able to discover what their business provides them in life, and to inquire about how they will replace that someday.
