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Are you building your business to be succession ready?

Richard Hernan and Dean Gilkison
Richard Hernan, MD and Dean Gilkison, Director – Broadleaf Financial Group

Are you building your business to be succession ready?

Richard Hernan and Dean Gilkison from Broadleaf Financial Group are joining us to share some simple steps you can take to make sure you are building your business to be succession ready.

We’ll cover:

  • What is custom succession – simple steps advisers can take to be prepared
  • Succession of roles/decision rights
  • Succession of ownership and the business
  • Personality driven or system driven business
  • Succession of culture and values that define the business

With a heavy focus on the journey and transitions from stage to stage of business growth and role changes. This discussion is about setting an advisers business up to be resilient through each stage of their lifecycle, not specifically about exiting/retiring.

 

Connect with Richard in the XY Platform HERE
Check out Richard’s LinkedIn profile HERE

Check out Dean’s LinkedIn profile HERE

Visit the Broadleaf Financial Group website HERE

Richard Hernan and Dean Gilkison
Richard Hernan, MD and Dean Gilkison, Director – Broadleaf Financial Group

Going Live on July 29, 2021

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Richard Hernan and Dean Gilkison from Broadleaf Financial Group are joining us to share some simple steps you can take to make sure you are building your business to be succession ready.

We’ll cover:

  • What is custom succession – simple steps advisers can take to be prepared
  • Succession of roles/decision rights
  • Succession of ownership and the business
  • Personality driven or system driven business
  • Succession of culture and values that define the business

With a heavy focus on the journey and transitions from stage to stage of business growth and role changes. This discussion is about setting an advisers business up to be resilient through each stage of their lifecycle, not specifically about exiting/retiring.

 

Connect with Richard in the XY Platform HERE
Check out Richard’s LinkedIn profile HERE

Check out Dean’s LinkedIn profile HERE

Visit the Broadleaf Financial Group website HERE