Rob Stevenson at HUM London 2024
Financial Plan Your Business Sale
At the Humans Under Management London 2024 event, Rob Stevenson presented on the challenges of succession planning within financial planning firms. As the founder of Kingmakers, Rob brings extensive experience in guiding business owners to realise their enterprise value.
The talk centres on the complexities of transitioning ownership in financial planning businesses. It addresses the key challenge of how to effectively manage and plan for succession while maintaining business integrity and client relationships.
Key insights from the talk include:
- Understanding the different phases of business growth and their impact on succession planning.
- The importance of setting clear goals and maintaining self-awareness throughout the transition process.
- Strategies for fostering effective communication and decision-making within teams.
- Recognising the role of external buyers and the psychological biases that can influence sale decisions.
Watching this video will provide financial advisers with practical strategies to enhance their succession planning efforts, ultimately leading to stronger client relationships and more sustainable business growth.
