Key Highlights Include:
-Why branding is more than a logo - it’s a buyer’s first impression.
-What top-tier buyers look for beyond just AUM and revenue.
-The biggest mistake sellers make when announcing a transition.
-How to ensure smooth client retention post-sale.
-Why advisors should start planning five years out (at least!).
-When and how to communicate a deal to clients.
-How to segment your book to protect long-term value.
As Joe reminds us, “It only takes the littlest quirk for some clients to get the wrong idea” - which is why a human-first, client-aware approach will always outperform a robotic checklist.
Learn more about Elite Advisor Successions and reach out to Joe to gain access to our advisor checklist at www.eliteadvisorsuccessions.com.
