Whether you're years away from stepping back-or already thinking about what comes next-this webinar will help you make informed decisions that protect your firm's value and ensure continuity.
How longevity and demographic shifts are changing client needs and expectations
Why AI and new tech are pressuring advisors to deepen client relationships
What the advisor shortage and succession bottleneck mean for your firm
Strategies to preserve firm value and client trust through transition
In this brief video, Luke-MIT AgeLab researcher and coauthor of Longevity Hubs-explains how longevity trends, technology, and succession challenges are colliding to reshape financial advising.
Built for Independent Advisors Especially those 50+ who own or operate small firms in underserved markets.
Backed by Research You'll hear evidence-based insights on longevity and succession planning, not just hot takes.
Designed to Help You Take Action Whether you're planning to grow, merge, or transition out-we'll help you prepare.
How do I access the webinar? Once you register, we'll send you a confirmation email with the Zoom link and calendar invite.
Is this webinar free? Yes. There is no cost to attend.
Can I ask questions during the session? Absolutely. There will be a live Q&A, plus interactive elements throughout to keep you engaged.