How to Know When It’s Time to Go
Top Tips for a Smooth Transition From Your Current Firm
There are many signs it’s time to go. From a failed succession plan to wanting more:
- Trust-based and supportive community
- Freedom to choose your clients and how to serve them
- ROI—with fewer payouts
- Values-based rather than profit-based planning
- Integrity and intention in your business
Or maybe you can just do it better. You know how to be more efficient, more profitable— without sacrificing clients’ interests for profit margins.
Along with XYPN members Gerald Hendrik, CDFA® and Ryan Foster, CFP®, we’ll be doing a deep dive into all things between where you are and where you want to be—from knowing when it’s time to leave, to setting yourself up for a successful departure, to what your best life looks like and steps to get there.
If you want to feel confident in your decision to leave and are looking for steps for a smooth transition from your current firm, this webinar is for you!