Who will take care of your clients when you’re gone? Conquering the crisis of transition planning to strengthen your firm for the long-term Tim Jackson,

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Presentation transcript:

Who will take care of your clients when you’re gone? Conquering the crisis of transition planning to strengthen your firm for the long-term Tim Jackson, Ph.D. Jackson Leadership Systems Inc. April 29, rd Annual Federation of Mutual Fund Dealers’ Conference Toronto

RISKS Losing Clients Reputational Operational

RISKS Value Proposition Business Value

EMPLOYEES

Thank you for the opportunity to present to you! Tim Jackson, Ph.D. Jackson Leadership Systems Inc Find me on LinkedIn