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Ensuring Continuity: Strengthening Your Firm Through Transition Planning

Discover strategies to navigate the crisis of transition planning for long-term firm success. Learn how to mitigate risks, preserve business value, and ensure client care. Presented by Tim Jackson, Ph.D., at the 3rd Annual Federation of Mutual Fund Dealers’ Conference in Toronto on April 29, 2014.

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Ensuring Continuity: Strengthening Your Firm Through Transition Planning

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  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 3rd Annual Federation of Mutual Fund Dealers’ Conference Toronto

  2. RISKS Losing Clients Reputational Operational

  3. RISKS Value Proposition Business Value

  4. EMPLOYEES

  5. 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

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