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  • Practice Management

26 June 2025 | 1:45 PM - 2:35 PM

A Leader’s Guide to Succession Planning

Leverage key components of leadership to create a succession plan that both helps ensure your legacy and puts clients first.

  • Prepare clients for your exit and your firm’s next generation of leaders
  • Get your team ready to serve clients’ needs into the future
  • Set your business up for ongoing success

 

Sponsored by:  Capital Group | American Funds

Speakers

Advisor Practice Management Consultant

Paul Cieslik

Advisor Practice Management Consultant
Capital Group
Advisor Practice Management Consultant

Wassan Kasey

Advisor Practice Management Consultant
Capital Group