Succession Planning:Being Intentional About the Business You Are Building

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Featured Speaker: Katie Calagui, Katie Calagui Consulting

Katie helps financial advisors develop their management and talent strategies to grow their business with intention.

Katie covers:

  • How to determine the right succession path for your firm
  • What a talent strategy is and why it’s critical to have one
  • How to build a workplace that attracts and retains Gen Y and Z

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