Successful Succession
Session overview:
How do you prepare for and establish a succession plan for your business?
After spending years building a financial advisory practice and business, it’s hard to have to think about its succession. Planning for a day when you are no longer an integral part of a business that you built, nurtured, and grew is hard, especially when you are still at the centre of its current growth and operations.
In the same way advisers coach clients to think ahead and plan for the future, so too advisers need to consider what happens to their business, its clients and its staff when they are no longer a part of the business. As with investing, time is one of the most powerful variables, and has a huge influence on your ability to plan for the future and reach your goals as a business owner and adviser.
When setting out on the journey of succession planning, there are many puzzle pieces to consider. In this session, industry peers will share their insights regarding their experience when it comes to succession planning.
What will you learn in this webinar?
- How future-proof is your advice business?
- How to grow, retain and nurture talent in your practice to keep your business legacy alive and build for the future
About our guest speakers:
John Campbell, CFP® | CEO and Co-Founder | Chartered Wealth Solutions
John Campbell, the co-founder of Chartered Wealth Solutions, is a Certified Financial Planner® with over 20 years of experience. John believes that balance is key to success. He incorporates work, family, and interests into his life and encourages his clients and colleagues to do the same. John oversees the day-to-day running of Chartered Wealth Solutions, including strategy implementation; he also assists clients with their financial planning and sits on the Investment Committee. John is a sought-after speaker, having presented at various conferences and workshops for Financial Planners and clients around South Africa.
Stuart Maré | Investment Specialist | Morningstar Investment Management Australasia
Following the completion of his honours degree in Investment Management, Stuart entered into the financial services industry in April 2004 as a client servicing consultant with Investec Asset Management (now Ninety One). In September 2005 Stuart was promoted to the position of direct client consultant. He then joined the Retail Sales Team, initially as a platform consultant and later as a retail sales manager representing the Investec Unit Trust Fund range. In August 2014 Stuart joined Investec Wealth & Investment as business development manager for the Gauteng region. He also spent a year at Precept Wealth Solutions (June 2013 to July 2014), where he was responsible for the design, implementation and management of investment and risk portfolios for corporate executives, entrepreneurs and retirees, before returning to Investec. In 2016 Stuart was head hunted to head up Business Development for Graviton Financial Partners before immigrating to Australia in 2021. As an Investment Specialist at Morningstar Investment Management Stuart is passionate about leveraging a differentiated value proposition into high-quality advisor firms to inform best practice, educated investor behaviour and terrific investment outcomes while revelling in the partnerships forged along the way. Stuart has over 19 years of experience in the retail investment industry.
Management South Africa (Pty) Ltd is an authorised financial services provider (FSP 45679) regulated by the Financial Sector Conduct Authority.