Practicing Business Succession
ValMark Securities believes strongly in proper succession planning and the benefits of a smooth business transition. Today’s financial advisors are challenged with navigating an ever-changing business landscape, while maintaining old relationships and building new ones. Through the Next Financial Leaders, we are committed to collaborating with you and your practice to ensure you have the tools and resources needed for a successful transition.
Download Succession Planning PDF
The Next Financial Leaders provides an open forum where second generation financial professionals can discuss topics including:
- Family business dynamics
- Setting up and running a business
- Incorporating technology
- Improving the efficiency of the firm
- Advanced sales topics
Next Financial Leaders activities include:
- Pre School of Life workshop
- School of Life NFL dinner
- Spring NFL Retreat
- Annual personal development incentive program
- Audio Conferences