How to Become a Succession Planner (What It Really Takes) скачать в хорошем качестве

How to Become a Succession Planner (What It Really Takes)

#SuccessionPlanningTraining #AdvisorDevelopment #Mentorship If you wonder how to become a succession planner and build a real career, not a short-term sales job, this is for you. Hugh Roberts, CSP®, shares how mentorship, structure, and commitment turned a “survival of the fittest” start into a long term career in succession planning. ✅ What it takes to succeed as a succession planner ✅ Why most advisor training programs fail new planners ✅ How real mentorship and a clear system change your career path 👉 Grow your skills with ISPA succession planning training: https://ispassociation.org 🔔 Subscribe and press like for weekly advisor development tips. 📍 Timestamps 00:00 – What it takes to succeed as a succession planner 00:33 – Why most advisor training feels like “survival of the fittest” 01:04 – Mentorship, 5 a.m. meetings, and 100 calls a day 01:31 – How the Rawls Group supports new succession planners 01:53 – The reward of seeing new planners set up to succeed 🎥 Watch Next: ✅ Why Succession Planning Fails When Advisors Move too Fast:    • Why Succession Planning Fails When Advisor...   ✅ How to Develop Business Successors: What Owners and Advisors Miss:    • How to Develop Business Successors: What O...   🎤 About the Expert Hugh Roberts, CSP®, is a succession planner who has trained and mentored advisors for decades, helping them build sustainable practices in succession planning and business advisory. 📖 Learn more about Hugh's book, Help! I've Got Family in the Business: https://bit.ly/47FZxN0 Explore more tools & training: ➡️ Certified Succession Planner™ (CSP®) Program Overview – https://bit.ly/3UJNwh4 ➡️ Learn more at https://ispassociation.org 🧠 This video explains how to become a succession planner, why mentorship matters, and what a strong training program looks like for advisors who want a long term career in succession planning. #SuccessionPlanner #AdvisorCareer #CertifiedSuccessionPlanner #CSPTraining #SuccessionPlanningInsights #AdvisorMentorship #ISPA #BusinessAdvisors