Why 70% of Heirs Change Adviser and What To Do About It with Mark Hedderman, CFP®

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The Great Wealth Transfer is already underway. Trillions in assets will move from one generation to the next over the coming decades. Yet many financial advisers are still unprepared, both for their clients’ intergenerational planning and for their own succession.

In this episode of PROpulsion LIVE, Francois speaks to Mark Hedderman CFP®, President of the LIA and CEO of Hedderman Financial Solutions, about what advisers must start doing now.

They explore:

• Why so many heirs change adviser after inheriting
• How to engage the next generation before wealth transfers
• The difference between continuity planning and real succession planning
• What private equity and consolidation mean for smaller firms
• How to protect and grow the value of your advisory practice
• Practical steps to move from knowing to doing

This conversation is essential viewing for financial planners, financial advisers, and advisory firm owners who want to protect their client relationships, strengthen their firm value, and build a lasting legacy.

If you are serious about intergenerational planning and adviser succession, this episode will challenge and guide you.

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PDF from Sam's segment - Visibility is Value: https://www.propulsion.co.za/wp-conte...