With such a talented community, why not take the opportunity to learn from one another? Ahead of #XYPNLIVE 2021, we'll be serving up a brand new webinar series, "Inside Experts", hosted by none other than your peers. With a variety of topics, you're bound to walk away with new ideas you can implement within your firm right away.
What would happen to your business if you were actually hit by a bus? It’s hard to think about, but every year, an advisor you know is going to die unexpectedly, without a succession plan or a financial plan for their family. Grier and Brooklyn put together a Hit-by-a-Bus Workflow with prioritized action steps for that exact scenario. We’ll cover everything from notifying clients, to potentially repapering and staying compliant along the way. It may seem overwhelming, but we’re here to share resources and help you create a plan to secure the future of your family and your advisory firm. This session is ideal for every advisory firm owner, at any stage of growth.