Cafemutual is set to conduct the second episode of its insightful webinar series 'Lessons from the Masters' with noted author and trainer Amit Trivedi. In this episode, Amit will take a deep dive in 'Succession Planning'.
K S Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF will moderate this discussion. The session is scheduled on Thursday, October 22 at 4.30 pm.
'Lessons from the Masters’ is a webinar series from Aditya Birla Sun Life MF and Cafemutual. Here industry’s top MFDs and trainers share the nuances of various aspects of the distribution business. The idea is to provide fresh perspectives on MF business and look at actionable ideas that can help MFDs take smarter business decisions.
What to expect from this episode?
- Step-wise succession planning process to safeguard your family and clients against unexpected situations.
- Methods to identify who can take-over - both in case of sole proprietorship and partnership model
- Extensive discussion on the nuances of transferring the entire or partial asset book to other financial intermediaries
- Determining valuation of your business based on asset size asset mix, client mix, client acquisition rate, brand value etc.
- Discussion followed by Q&A to directly address your concerns
We will take as many questions as possible to resolve your queries. If you have any questions at this point, we encourage you to post them in the comment section.
Click here to register for this episode
