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Who will take care of your clients when you’re gone?

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. RISKS.

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Who will take care of your clients when you’re gone?

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  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 3rd Annual Federation of Mutual Fund Dealers’ Conference Toronto

  2. RISKS Losing Clients Reputational Operational

  3. RISKS Value Proposition Business Value

  4. EMPLOYEES

  5. 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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