Transition Planning for The Silver Tsunami

What is your exit strategy?

Over the next 20 years, nearly 80 million Baby Boomers will retire.  Many of them are business owners whose liquidity is locked up in a corporate entity, and several things need to happen for their dreams to come true.

This program addresses the story behind this market phenomenon and how trusted advisers can ease a client's pain by introducing collaborative solutions.  The resultant impact on the adviser's own practice is tangible:  Client Acquisition, Retention & Growth in your existing book.