who will take care of your clients when you’re gone?
DESCRIPTION
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 3 rd Annual Federation of Mutual Fund Dealers’ Conference Toronto. RISKS. - PowerPoint PPT PresentationTRANSCRIPT
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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
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RISKS
Losing Clients
Reputational
Operational
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RISKS
Value Proposition
Business Value
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EMPLOYEES
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Thank you for the opportunity to present to you!
Tim Jackson, Ph.D.Jackson Leadership Systems Inc.
[email protected]: @jacksonleadFind me on LinkedIn