Speaking and workshops
Build a team your clients trust as much as they trust you.
Three talks for owners of RIAs and financial advisory practices, their firms and advisor communities, all built on the Client Trust Triangle™.
Three talks for owners of RIAs and financial advisory practices, their firms and advisor communities, all built on the Client Trust Triangle™.
Three roles: the client, the lead advisor and the team member. Three relationships between them, and one test: can your client confidently rely on your team member without you in the room? Owners leave with the handoff steps they can start the following week.
What has to be true about your capacity, the households, the seller and the handoff plan before a book changes hands. It's built from taking over two books, and from a proposed takeover that fell apart at the lawyer's office.
Choosing a successor is one part of the decision. Your clients need a reason to trust that person before you hand over the relationships. This talk covers preparing a successor, handing over client relationships and decision-making authority, and building confidence in the next advisor while the owner is still involved. Whether succession happens internally or through a sale, the client handoff decides how well it holds.
I built and ran my own advisory practice from 2006 to 2024. Every talk comes from decisions I made first in my own practice.
Thirty minutes on your event, your audience and what you'd like them to leave with.