The Succession Blueprint: Nurturing the Next Generation to Ensure Client Satisfaction
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Availability:
In Stock.
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Friday, Nov 6
At a glance
- Condition
- New
- Format
- Paperback
- Dimensions
- 6 x 0.29 x 9 in
- Weight
- 8.6 oz
- Publisher
- Independently published
- Publication date
- July 31, 2023
- Language
- English
Description
Twenty percent of the financial advisor population is over 65. If you are in your fifties or sixties and don't have an exit plan, this book may give you some ideas that will help you move in the right direction. You worked hard to build the business. Your clients are your friends and you want them to be confident in the people managing their money when you finally retire. Read more
Specs 7
| Publisher | Independently published |
|---|---|
| Publication date | July 31, 2023 |
| Language | English |
| Print length | 126 pages |
| ISBN-13 | 62 |
| Item Weight | 8.6 ounces |
| Dimensions | 6 x 0.29 x 9 inches |
No specs match.
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If you place your order now, the estimated arrival date for this product is:
Friday, Nov 6
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To initiate a return, please visit our Returns Center.
View our full returns policy here.
To initiate a return, please visit our Returns Center.
View our full returns policy here.
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Top Amazon Reviews
Fantastic Information for Work-Based Transtitions
Format: Kindle
Wonderful book that goes beyond Wealth Management. This is a great read for anyone making retiring, making a work transition, starting, or expanding their team. I enjoyed how Randy does such a wonderful job of making his book conversational as he details his past four decades with the same organization while keeping his eyes on the future for his clients, team, and his own legacy. He provides fantastic insight into his decision-making process without being preachy.
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Reviewed in the United States on September 25, 2023 by R Johnson
Great book for FAs who want to build a team with the goal of leaving the clients in terrific hands.
Format: Paperback
I really enjoyed Randy’s insightful thoughts based on his great experience at Baird. He took the reader through what to do and what not do in building a successful team to service his clientele. Randy provides some great insights from his vast experience. Time well spent reading!
Reviewed in the United States on October 13, 2023 by Craig T.
How to successfully transfer a wealth management practice to the next generation.
Format: Paperback
Much has been written about building a wealth management business, but little about the transition from advisors retiring to those that take over a practice. This book uses case studies to demonstrate what others have done, both with success and without when making such a transition. I’ve always enjoyed learning from the experience of others. This book makes that possible!
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Reviewed in the United States on August 23, 2023 by Tania Bishop
Every Financial Advisor should read this book
Format: Paperback
Being a financial advisor, I appreciated the candid process that Randy outlined. Succession planning should be top of mind for all advisors and this book describes the pitfalls and the successes an advisor can experience as they prepare for retirement. Great read!
Reviewed in the United States on August 14, 2023 by Lorri Cisler
Very Insightful
Format: Paperback
If you're looking for great guidance on how to maintain customer loyalty for your succession team while keeping your next chapter in mind as you retire, then this book is a must read for you.
Reviewed in the United States on August 10, 2023 by Kristi Eggebrecht
Worth the read!
Format: Paperback
A great quick read for anyone looking to grow their business to the next generation. While the focus is a personal story of a financial advisor- the overarching theme is having a plan and ensuring the same quality service and loyal relationships continue.
Reviewed in the United States on August 3, 2023 by Justin Schoen
Tremendous insight for advisor succession planning!
Format: Paperback
Randy shares many useful stories about his transition as well as other successful advisors.
Reviewed in the United States on September 19, 2023 by Lisa