Work through this framework and checklist to identify your internal successor!

A one hour webinar with actionable takeaways.

Finding the right successor is where the rubber meets the road and a challenge for many RIA principals. Kelli Cruz, founder of Cruz Consulting Group, shares her process on how to find and keep internal successors. She’ll cover a career-track framework for grooming your firm’s next principals.

In this webinar you will learn:
• How to Create A Succession Planning Framework & Checklist
• The Criteria for Determining a Successor
• The Ten Essentials of an Internal Succession Plan

Learn how to determine if your potential successor will be a sustainable match.

3 tools will give you the information you need to assess the fitness of your match. Mary Ann Buchanan interviews Tanya Rapacz, Founder of The Partnership Resource.

In this webinar you will learn how to:

●  Grade the Strength of Your Match

●  Uncover Your Real Interests, and Theirs

●  Get a Playbook for the Best Communication Practices

A 1 hour presentation.

Learn how to re-think and re-frame your succession.

Mary Ann Buchanan interviews Jack Beauregard, founder of Successful Transition Planning Institute  who presents his "head" and "heart" approach to improve our ability to make thoughtful and strategic succession planning decisions.

In the webinar you will discover:

• Your personal identity determines your “what’s next” decision
• The negative processes of positive thinking hold owners back
• Being true to yourself allows you to know what you really want to

A 1 hour presentation.

Industry studies show that high performing advisory firms market strategically. If you’re looking to move the needle and grow your firm, focusing on content and design can be a great place to improve your marketing.

• Learn how to develop a marketing content calendar
• Create consistent design brand guidelines 
• Leverage marketing automation platforms

After registering you will receive a confirmation email containing information about joining the Webinar.

Watch our 1 hour panel discussion.

There is an inescapable truth that exists in the RIA community. The fact is an overwhelming majority of advisory firms want to buy another firm. How do you stand out in the crowded field of buyers?

• Learn what it takes to get a seller’s attention; it’s not what you think
• Gain insights from an experienced buyer
• Discover an assessment process you can use

We have a great collection of webinars on demand.

Industry leaders share their insights on mergers, acquisition, growth and valuation.

Scroll Down on the right for our most recent webinar

"How the CFP Will Increase Competitiveness"