WEBINAR

50-MINUTE WEBINAR

Succession Planning for Financial Advisors

Planning your succession and ensuring the continuity of your clients' wealth is paramount in your retirement and individual wealth building. Watch our webinar to learn practical steps for navigating the intricacies of succession planning, maximizing your wealth, and enhancing the value of your practice, while ensuring lasting success for all of your clients.

Why Plan for The Future, Now?

Succession and Continuity Planning is something most advisors put on hold. Procrastination in succession and continuity planning can leave your firm's future, and the well-being of your clients, vulnerable to uncertainty. Planning now ensures you control the sustained success of your practice and don’t leave any money on the table.

Meet Our Speakers

John Ledesma

Founder/CEO,
Elevare Advisors

Scott Leak, CFP®

Director of Business Development, FP Transitions

As the Founder and CEO of Elevare Advisors, Inc., John leads the Elevare team and oversees the firm's daily operations. With over 30 years of experience in the financial services industry, John is dedicated to assisting advisors with growth, practice management, succession planning, contingency planning, and practice acquisition. Before founding Elevare Advisors, he served nearly 18 years with Principal Financial Group, holding the position of Regional Managing Director for Central California and Silicon Valley.

Scott, a financial industry veteran with over 20 years of experience, began his career at TD Ameritrade and earned his CFP® designation in 2010. Known for his consultative approach and commitment to promoting understanding of the independent advisor model, he's a respected figure and popular speaker. FP Transitions, a top provider of business enhancement strategies for financial services and wealth management, features a team of 65+ professionals specializing in valuation assessment, succession planning, mergers and acquisitions, and more.

What You Will Gain

By watching this webinar, you'll receive a structured guide on crafting a tailored succession plan that not only meets your financial aspirations but also boosts your practice's market value, facilitating a seamless transition for both you and your clients. The session covers the essentials of creating a comprehensive continuity plan, safeguarding your clients' interests and your practice's stability, ensuring your legacy endures through any unforeseen circumstances. By the end of this webinar you will have practical tools and methods to increase the intrinsic value of your practice today, positioning it for a more profitable and successful exit tomorrow.

Who Should Watch?

This webinar is for:

Seasoned financial advisors contemplating retirement or exit strategies
Small to mid-size financial advisory practice owners seeking to solidify their legacy
Financial professionals looking to bolster the resilience and value of their practices for future transitions

Elevare - Your Trusted Partner

Elevare is more than just a consultancy—we are your partner in success. With our comprehensive coaching, you'll gain clarity on your path forward, ensuring that both your and your clients' futures are in trusted hands.

Connect With Our Team to Explore Your Next Steps!