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Succession and Continuity
Advisors spend most of their time educating clients on the importance of proper planning and protecting their future. Yet data continues to suggest that advisors are not taking their own advice in planning for the eventual succession of their business. Within this session, we will discuss current trends in the industry and share best practices for a successful transition, however that may look for you.

Nov 16, 2023 01:00 PM in Pacific Time (US and Canada)

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Speakers

Derenig Kostikian
Vice President, Business Consultant @AssetMark
Derenig Kostikian has over 15 years of experience in the financial services industry. Most recently, he was a consultant at one the nation’s largest independent broker dealers serving over 2,000 financial advisors. Before that, he worked as a retirement consultant at a smaller broker dealer that was a wholly owned subsidiary of one of the Nation’s largest insurance providers. Derenig earned a Bachelor’s degree in Management from the University of Massachusetts, Boston. He also is a Certified Financial Planner and Certified Plan Fiduciary Advisor and holds series 6,7,63, and 65 securities licenses.