Conference Materials


Managing the Risks of Account Officer Succession

Wednesday, April 25, 2018 3:45 PM - 4:45 PM


J. Phil Buchanan

Executive Chairman
Athens, Georgia

Speaker Bio

Session Description

Your Firm Got Fired and You Don’t Know Why – Managing the risk associated with advisor and of cer turnover is a true concern of all nancial services rms. This risk manifests itself when there is any change in the organization and may be the ultimate catalyst that causes the rest of the dominoes to fall. It is critical to understand the lens by which the client sees the experience they receive from us. The future depends on the ability of the rm to create a dynamic offer for the family, offer new perspectives of serving multi-generational clients and un- derstanding the ever-changing market demographic. Join Phil Buchanan in exploring ways to mitigate and insulate your rm from turnover risk in today’s climate.

Session Material

Managing the Risks of Account Officer Succession