As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy? Whether you're preparing to transition your practice to family members, trusted team members, or external successors, having a plan in place ensures continuity for both your business and your clients.

Join Duncan MacPherson, best-selling author of The Blue Square Method, for an insightful webinar on succession planning tailored for financial advisors. In this session, Duncan will share strategies to:

• Design a succession plan that reflects your vision and values, especially when passing your practice to family or children.
• Proactively communicate and engage with your clients to ensure they see your succession plan as a reflection of your professionalism and continuity of service.
• Apply succession principles to deepen relationships with clients who are also navigating generational wealth transitions within their families.
• Build and implement a roadmap to protect your business, your family, and your clients-while ensuring everyone benefits from a smooth transition.

This session will blend actionable insights with tools you can apply to create clarity and peace of mind for your future-and your clients' futures. Don't miss this opportunity to take the next step in ensuring your business and client relationships continue to thrive for generations to come.