Presentation is loading. Please wait.

Presentation is loading. Please wait.

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,

Published byBrandon Holt Modified over 9 years ago

Similar presentations

Presentation on theme: "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,"— Presentation transcript:

1 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, 2014 3 rd Annual Federation of Mutual Fund Dealers’ Conference Toronto

2 RISKS Losing Clients Reputational Operational

3 RISKS Value Proposition Business Value

4 EMPLOYEES

5

6

7 Thank you for the opportunity to present to you! Tim Jackson, Ph.D. Jackson Leadership Systems Inc. 647-969-8907 tjackson@jacksonleadership.com Twitter: @jacksonlead Find me on LinkedIn

Download ppt "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,"

Similar presentations

It Comes Down to AUTHENTIC LEADERSHIP Sean M. Georges, J.D., LL.M. SVP, HR & In-House Counsel Shoe Carnival, Inc.

It Comes Down to AUTHENTIC LEADERSHIP Sean M. Georges, J.D., LL.M. SVP, HR & In-House Counsel Shoe Carnival, Inc.
Numbers. 1 2 3 4 5 6 7 8 9 10 11 12 13.

Numbers
Annie’s National Network Initiative for Educational Success (ANNIES) at Iowa State University Extension www.extension.iastate.edu/annie Expanding ANNIES.

Annie’s National Network Initiative for Educational Success (ANNIES) at Iowa State University Extension Expanding ANNIES.
Why Mutual of Omaha Retirement Services United of Omaha Life Insurance Company - Companion Life Insurance Company Mutual of Omaha Retirement Services MUGC9365.

Why Mutual of Omaha Retirement Services United of Omaha Life Insurance Company - Companion Life Insurance Company Mutual of Omaha Retirement Services MUGC9365.
January 30 2009 1 lexBlog TM Building Blogs for Lawyers Taking Full Advantage of the Blogosphere to Build your Firm Profile Canadian Institutes 2nd Annual.

January lexBlog TM Building Blogs for Lawyers Taking Full Advantage of the Blogosphere to Build your Firm Profile Canadian Institutes 2nd Annual.
W.K. Kellogg Foundation’s Cultures of Giving Online Donor Challenge 10-Day Celebration of Philanthropy April 17-26, 2012.

W.K. Kellogg Foundation’s Cultures of Giving Online Donor Challenge 10-Day Celebration of Philanthropy April 17-26, 2012.
The Past and the Future 25 th Annual Transit Conference April 23, 2012.

The Past and the Future 25 th Annual Transit Conference April 23, 2012.
QVC Corporate Site Creative Strategy Presentation April 4, 2014 1.

QVC Corporate Site Creative Strategy Presentation April 4,
CPSA 2005 Scalar Dimensions of Non-Market Governance in Knowledge Economies A look at the microelectronics industry in the Greater Toronto Area Prepared.

CPSA 2005 Scalar Dimensions of Non-Market Governance in Knowledge Economies A look at the microelectronics industry in the Greater Toronto Area Prepared.
Protecting Your Organization Identity Theft and Data Breach.

Protecting Your Organization Identity Theft and Data Breach.
Contractual Savings Conference Larry Zimpleman Executive Vice President Principal Financial Group April 30, 2002.

Contractual Savings Conference Larry Zimpleman Executive Vice President Principal Financial Group April 30, 2002.
INVESTMENT OPPORTUNITIES. Risk and Return Higher risk usually means a chance at a higher return. Also means that you could lose more money. Lower risk.

INVESTMENT OPPORTUNITIES. Risk and Return Higher risk usually means a chance at a higher return. Also means that you could lose more money. Lower risk.
Building An Effective Board 595 Lyndon Road Cuba, New York 14727 Phone 716-676-3635 Fax 716-676-2404 Darlene D. Bainbridge.

Building An Effective Board 595 Lyndon Road Cuba, New York Phone Fax Darlene D. Bainbridge.
For internal use only Baby Boomers retire in next 17 years.

For internal use only Baby Boomers retire in next 17 years.
SEC Examinations John Walsh April 18, 2007. Standard Disclaimer The Securities and Exchange Commission disclaims responsibility for any private publication.

SEC Examinations John Walsh April 18, Standard Disclaimer The Securities and Exchange Commission disclaims responsibility for any private publication.
2010 Practice Management Annual Conference Workflow Customization & Dynamics in Juris Suite Presented by: Gail Henderson Juris ®

2010 Practice Management Annual Conference Workflow Customization & Dynamics in Juris Suite Presented by: Gail Henderson Juris ®
CLIENT FINANCIAL ADVISOR 3 rd Party A Year in the Life of a Client ------------------------ -- ------------------------ -- ------------------------ --

CLIENT FINANCIAL ADVISOR 3 rd Party A Year in the Life of a Client
Health 2.0 is here. Now what? Nat Bourre Marketing 4 Health Inc. www.pharmaceutical-marketing-coach.com Ontario Pharmaceutical Marketing Association, May.

Health 2.0 is here. Now what? Nat Bourre Marketing 4 Health Inc. Ontario Pharmaceutical Marketing Association, May.
“Who even knew we had one?” The GTA’s microelectronics industry and the role of non- market governance Prepared for: The 7 th ISRN Annual Conference, Toronto,

“Who even knew we had one?” The GTA’s microelectronics industry and the role of non- market governance Prepared for: The 7 th ISRN Annual Conference, Toronto,
Health Strategy Management 20th November 2014 Pam Kaur Group Finance Manager University Hospitals Coventry & Warwickshire NHS Trust

Health Strategy Management 20th November 2014 Pam Kaur Group Finance Manager University Hospitals Coventry & Warwickshire NHS Trust

Similar presentations

Ads by Google