A Blinding Flash of the Obvious: Marketing Driven Succession Planning

  • April 04, 2017
  • 8:00 AM - 10:00 AM
  • Rivers Club

Registration


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For most firms, their client relationships are their most valuable assets. Unfortunately, many firms do little to institutionalize those relationships and when accountants or lawyers, for example, leave a firm, relationships are often vulnerable. We will discuss how you can be part of the solution early in the process, as well as what steps are needed to make the transition as smooth as possible. What methods will help you gain the buy-in of the key professionals to the process? Are you developing your next generation of leaders? This program will discuss current best practices among professional service firms of various sizes and review specific implementation issues based on real world examples.


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