Jeb Jarrell,
Founder & Financial Advisor, Plentiful Wealth
In this dynamic and engaging program, attendees will gain a unique perspective into preparing owners for the non-financial aspects of an exit. They will learn to identify the roadblocks hindering a successful exit and how to overcome these barriers to ensure a great transition. They'll also learn how to build a successful succession planning team.
We'll dive into the unique issues owners face, such as leadership transitions, lifestyle changes, and navigating new and challenging conversations. We'll also talk about the members of a succession planning team...and how to manage team dynamics to provide the best outcome for the client, other advisors, and for you!
The session will also explore the significant changes occurring as Baby Boomers redefine retirement, introducing powerful methods to enhance client relationships.
By the end of the session, attendees will gain fresh perspectives and insights into the leadership, interpersonal, and cultural dynamics affecting owner readiness, along with strategies to guide owners towards a successful exit.
