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The Succession Blueprint: Nurturing the Next Generation to Ensure Client Satisfaction

  • Based on 2 reviews
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Availability: In Stock.
Fulfilled by Amazon

Arrives Tuesday, May 21
Order within 19 hours and 42 minutes
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Format: Paperback


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


Publisher ‏ : ‎ Independently published (July 31, 2023)


Language ‏ : ‎ English


Paperback ‏ : ‎ 126 pages


ISBN-13 ‏ : ‎ 62


Item Weight ‏ : ‎ 8.6 ounces


Dimensions ‏ : ‎ 6 x 0.29 x 9 inches


Best Sellers Rank: #454,943 in Books (See Top 100 in Books) #427 in Wealth Management (Books)


#427 in Wealth Management (Books):


Customer Reviews: 5.0 5.0 out of 5 stars 2 ratings


Frequently asked questions

If you place your order now, the estimated arrival date for this product is: Tuesday, May 21

Yes, absolutely! You may return this product for a full refund within 30 days of receiving it.

To initiate a return, please visit our Returns Center.

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Top Amazon Reviews


  • Very Insightful
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!
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

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