Listen in as two of our seasoned presenters – Glenn Gutek and Cammie Hauser – explore different aspects of the next chapter in your firm’s legacy – that is – your succession and why baby boomers must be prepared.
Areas covered include:
- What your vision looks like and why it is so important
- What are some of the obstacles you are facing and how to overcome them
- What is my practice worth and how can it become more valuable
- What is a transition strategy and how long should it be
- How the short-term and long-term plans fit together
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