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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

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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. - PowerPoint PPT Presentation

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Page 1: 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, 20143rd Annual Federation of Mutual Fund Dealers’ ConferenceToronto

Page 2: Who will take care of your clients when you’re gone?

RISKS

Losing Clients

Reputational

Operational

Page 3: Who will take care of your clients when you’re gone?

RISKS

Value Proposition

Business Value

Page 4: Who will take care of your clients when you’re gone?

EMPLOYEES

Page 5: Who will take care of your clients when you’re gone?
Page 6: Who will take care of your clients when you’re gone?
Page 7: Who will take care of your clients when you’re gone?

Thank you for the opportunity to present to you!

Tim Jackson, Ph.D.Jackson Leadership Systems Inc.

[email protected]: @jacksonleadFind me on LinkedIn


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