RIA Lab: Talent Development & Succession Planning

APRIL 6, 2023 | VIRTUAL
11:00am - 12:45pm ET

Financial advisors have a knack for helping clients plan for their futures. However, a surprising number fail to think about the future of their own practices. Whether your ideal succession plan is an internal succession or an external sale, hiring and training the right people for your team is integral for a successful succession. In the next RIA Lab, we’ll explore the main areas of talent development, sourcing, training, and retaining, as well as what other areas should be considered when developing an effective and strategic succession plan.

Join us at the next RIA Lab and walk away with a better understanding of how to intentionally develop talent for a successful M&A event or internal Succession Plan.

Apr

06

Opening Remarks
11:00 AM - 11:05 AM

Featuring:

  • Jeff Benjamin, Senior Columnist, InvestmentNews
Talent Development and Succession Planning
11:05 AM - 11:55 AM

Featuring:

  • Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, Founder and Financial Planner, Ellevate Advisors
  • Eric Godes, SVP & Senior Consultant, FP Transitions
  • Matt Matrisian, SVP & Chief Channel Officer, AssetMark
  • Jeff Nash, CEO & Co-Founder, Bridgemark Strategies
  • Moderator: Chuck Failla, Founder & CEO, Sovereign Financial Group
M&A Trends in Succession Planning
11:55 AM - 12:40 PM

In this session, we’ll examine the latest succession planning strategies that involve mergers and acquisitions. As the financial advice industry continues to consolidate, firm owners are finding a ready path to succession by simply selling out. But like every business strategy, there are pros, cons, and many nuances selling as a means of succession. This panel discussion will cover all that and more with experts representing the M&A trends as well as advisors in the midst of dealing with succession challenges. 

Featuring:

  • David DeVoe, Founder & CEO, DeVoe and Company
  • Terry Parham, Chief Financial Officer & Financial Planner, Innovative Wealth Building
  • Meredith Schwarz, Vice President of Mergers & Acquisitions, Wealth Enhancement Group
  • Moderator: Jeff Benjamin, Senior Columnist, InvestmentNews
Closing Remarks
12:40 PM - 12:45 PM

Featuring:

  • Jeff Benjamin, Senior Columnist, InvestmentNews

The InvestmentNews RIA Labs are intended to deliver timely and thought-provoking content in a compact and easily consumable format. These interactive, virtual sessions provide the opportunity to take a deep dive on critical topics and interact and engage with your closest peers. In addition, you’ll have to opportunity to help InvestmentNews shape the content for the RIA Summit, taking place in November 14th & 15th in New York City. 

 

Thank You to Our Sponsor!


 
 

WHY SPONSOR? 

  • Authenticate your position as a subject matter expert.
  • Gain access to leads for your sales or marketing efforts. 
  • Strengthen your company’s image and help define how it’s perceived by advisers and RIAs.

 

Interested in sponsoring or exhibiting?
Fill out our sponsorship interest form or
contact Sabrina Straub at sstraub@investmentnews.com or 646-437-7956.

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