Four RIA industry icons, Tim Kochis, Jane Williams, Peggy Ruhlin, and Ed Moore come together to discuss strategies for shaping the future of your RIA. As former leaders of successful RIA firms, they'll dive deep into critical topics such as strategic planning and succession planning, sharing firsthand anecdotes and transforming insights into actionable strategies you can implement in your firm.

 In this interactive webinar, our thought leaders discuss:

• Succession Planning - Learn key elements of a comprehensive plan, explore critical traits of successful strategies, and weigh the pros and cons of internal vs. external succession.
• Next-Gen Leadership - Discover the role of next-gen leaders in succession planning and how to assess the viability of your future talent.
• M&A Landscape - Gain insights into the current M&A market and explore the strategic options available to you as an RIA owner.

To request the password for the replay, please email:

sara.prouse@devoe-co.com