Countdown to the Broadcast









It is surprising to learn that not only do 73% of advisors not have a written succession plan but that 60% of those planless advisors are within 5 YEARS of retiring. Yikes!

Succession planning is a big deal. You’ve spent your professional life building this business. Not only are you looking for a reward at the end of the race, but you also want to see the fruits of your labors continue on after you pass off the baton. A solid branding strategy that is working towards succession will enable this vital aspect of your career to go more smoothly.

In this broadcast, we will cover a few ways that you can add REAL VALUE to your advisory by focusing on your brand. Here are a few of the benefits you can expect to see if you incorporate these principles:

  • A tangible representation of your advisory’s audience and influence.
  • A strong client relationship built through consistent value-based content marketing.
  • Turnkey strategic best practices your successor can continue to run.
  • Brand representation expressed through multiple platforms, content streams, and a personalized website.
  • Inspiration for the right employee to step up and take the reigns.

A big part of this broadcast will cover strategies for taking intangible aspects of your brand and turning them into tangible brand artifacts. These elements will be real data points that a potential successor will consider when evaluating your business.

Fill out the form below to register for the broadcast!


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Join Mike Woods, Compliance Chief and Content Wizard at FMG Suite, as he takes a deep dive into the branding aspect of succession planning. This is going to be a unique and valuable presentation that you should not miss!  

The broadcast is on Wednesday, March 27th at 11 AM PDT. Reserve your seat now and we’ll see you there!


Mike Woods

Compliance Chief and Content Wizard, FMG Suite

Mike is responsible for understanding the content and strategies that bring success to Financial Advisors today. He keeps up on all new regulations and holds Series 7, 66, and 24 licenses with FINRA.