How elite advisors build for client depth, continuity, and freedom.
Succession planning is standard advice for clients, yet CEG Insights research found that the majority of advisors with 20+ years in practice have no written plan of their own.
In this Live From Philly fireside chat, John J. Bowen Jr., Founder & CEO, CEG Elevate Group, and Glenn Dorsey, Head of Client Relationship Management at Clark Capital, explore why growth alone doesn’t create freedom or lasting value for advisors and what it takes to shift from operator to architect.
