who will take care of your clients when you’re gone? conquering the crisis of transition planning...
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, 20143rd Annual Federation of Mutual Fund Dealers’ ConferenceToronto
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.
[email protected]: @jacksonleadFind me on LinkedIn