Passing the Baton: Exploring Succession Paths for Advisers with Jaco van Tonder

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Succession planning has become one of the most important — and most difficult — conversations in the financial advice profession.

In this episode of PROpulsion LIVE, we welcome Jaco van Tonder, Advisor Services Director at Ninety One, to explore the realities of succession planning for independent financial advisers (IFAs).

Jaco has been in financial services since 1999 and now leads Advisor Services in South Africa at Ninety One. With years of experience in sales, distribution, and product development, he brings a deep understanding of how advice businesses evolve — and what makes them thrive or stumble when it comes to succession.

We’ll discuss:
 • Why succession is such a hot topic for IFAs.
 • The main succession models available — and their pros and cons.
 • Why internal, organic succession is so hard to pull off.
 • What drives the wide differences in valuations of advice firms.
 • The real obstacles to funding mergers, acquisitions, and buy-outs.

If you own or run an advice business, this is a conversation you can’t afford to miss. Whether you’re five years from retirement or just starting out, now is the time to explore your options and prepare your firm for the future.

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