SUCCESSION & SUSTAINABILITY – THE FUTURE OF FINANCIAL PLANNING | DAVID GRAU | FTP TRANSITIONS

19 Oct 2018
12:45-13:45

SUCCESSION & SUSTAINABILITY – THE FUTURE OF FINANCIAL PLANNING | DAVID GRAU | FTP TRANSITIONS

Sustainability is a concept that is shaping the future of financial planning.  As growing businesses must meet the demands of more clients and tougher regulations, building a sustainable team presents a solution to these challenges.  Learn how to build  a team that will support growth goals, empower the next generation, and facilitate long-term succession planning.

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