CLICK HERE TO REGISTER 

TOPIC: M&A and Succession: Positioning Your Firm to Stand Out in a Crowded Market

SPEAKERS: Linda Willis, JD, CEO | Consultant; Susan Danzig, CEO | Business Coach; Jon Hoy, COO | Head of Advisor Success of Perigon Wealth Management  

SUMMARY: 

Every fiduciary advisor providing financial planning and services to clients has a responsibility to have a succession plan in place. The fundamentals of preparing for succession and strategies for executing an effective succession plan are aligned with ensuring that clients receive continued competent and ethical financial planning.

LEARNING OBJECTIVES:

1. The need for and the fiduciary obligation to have a succession plan.
2. Understanding of the the planning fundamentals to ensure development and implementation of succession plan.
3. Educating on strategies for planning and executing a successful succession process.

SPEAKERS BIOS: 

Roger Linda Willis is CEO and Founder of Career Management Advisors | CMA Consulting, a financial services consultancy regarding Mergers & Acquisitions; business strategy; retained search and executive placement. A former securities litigator and graduate of Mercer University (B.A. 1987; J.D. 1991), Linda built a business career at global investment firms as well as launched and scaled her own independent Registered Investment Advisory firm.

Susan Danzig has been consulting with financial services professionals since 1997.She helps her clients understand, appreciate and clarify their true value, define their specialization and create effective marketing strategies. Susan’s specialty is brand refinement, messaging and strategic marketing to enhance a business’s market value for growth and sale. Susan is a graduate of the University of Colorado in Boulder, a Certified Business Development Coach and a Certified Master Neuro Linguistic Programming Practitioner. A strong contributor to the financial services community, Susan is a National Board Member to the Financial Planning Association.

Jonathan Hoy joined Perigon in 2019 as the COO and Head of Advisor Success after a 15 -year career in consulting. Throughout his career, Jon has led teams that helped some of the world’s most successful organizations transform their business growth, implement and improve business processes, and increase their leverage of technology. He is charged with ensuring that the firm is operating efficiently and effectively by providing the organizational glue for the various departments and functions within Perigon as well as focusing on and leading M&A for the firm.

More Information: Ticket price includes: heavy appetizers, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea. There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.

1.0 pending CFP CEU is available for this session No refunds after 3pm the day before the meeting.

FEATURED GOLD PARTNER