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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,

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Presentation on theme: "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,"— Presentation transcript:

1 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

2 RISKS Losing Clients Reputational Operational

3 RISKS Value Proposition Business Value

4 EMPLOYEES

5

6

7 Thank you for the opportunity to present to you! Tim Jackson, Ph.D. Jackson Leadership Systems Inc. 647-969-8907 tjackson@jacksonleadership.com Twitter: @jacksonlead Find me on LinkedIn

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