Executive Roundtables: Lessons Learned from Experience

Executive Roundtables:
Lessons Learned from Experience
Monday, March 20, 8am

Sequoia Financial Group at 5000 Horizons Drive, Columbus OH

Everyone knows that succession planning is the Pandora’s Box that the industry is just starting to try to figure out how to open. According to a 2019 J.D. Power study, the average age of a financial advisor is about 55 years old, with about one-fifth of industry professionals being 65 or older. Over the next 10 years, Cerulli Associates estimates that more than 111,500 advisors will retire, which represents more than one-third of the workforce and assets. While we won’t crack the code in a morning The FPA of Central Ohio is thrilled to present March 20^th at 8 AM, the first of our Executive Roundtables: Lessons Learned from Experience.

For those with 10+ Years Experience:

Please join a panel discussion moderated by Brian Houts (Partner at Frazier Financial) on succession planning from an executives perspective. Partners at 3 of the largest RIA’s in Columbus have agreed to share their insights, experiences, and hard earned lessons from partnership transitions in their firm. This is limited to the first 25 to sign up, so please register ASAP. Audience participation encouraged so we can all learn and push the Financial Planning profession forward.

Panel Members:

Matt Kirby – Partner at Hamilton Capital

Scott Mizer – Partner at The Joseph Group

Jason Eliason – Partner with Waller Financial Planning Group

For those with less than 10 Years Experience:

Looking at the succession discussion as you are building a career is a very different perspective. While owners are figuring out how to let go of ownership and incentivize their teammates, those growing in their career are trying to navigate office politics and add value without pushing too hard. It is a fine balance and we will have a panel of those that are either in process or have done that and moved into partnership recently. This is limited to the first 25 to register.

Panel Members:

Mark Beaver – Partner at Keeler & Nadler Family Wealth, Board Chair for FPA of Central Ohio

Dominic Monk – Advisor with The Hedley Hoeger Group, Baird and National NexGen Local Leader Coordinator

Maddi Keegan – Owner of Minerva Wealth Planning, President Elect FPA of Central Ohio

Click Here to Register TODAY! (Members only)

There will be two panel discussions happening simultaneously. It will be hosted at Sequoia Financial Group at 5000 Horizons Drive, Columbus.

Deadline to register is by noon on March 17, unless we fill the spaces before then.

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March 20, 20238:00AM - 9:00AM