BHWA WEBINAR SERIES 

BHWA’S webinar series is designed to help financial advisors develop a succession plan to transfer your business that will ensure your business to continue to thrive when you are ready to slow down. You will be able to retain and attract the best team, sustain growth while you work less, and realize some or all of the value over an extended period of time.

Click Image Below for a Full Color PDF of Webinar Presentation

Payout Graphic

WHAT IS THE TRUE INDEPENDENT ADVISOR PAYOUT RATE?

Click Image Below for a Full Color PDF of Webinar Presentation

BestPlan

NEGOTIATE THE BEST SUCCESSION PLAN FOR YOU

Click Image Below for a Full Color PDF of Webinar Presentation

slideemail

WHAT IS YOUR SUCCESSION PLAN? 

Click Image Below for a Full Color PDF of Webinar Presentation

WEBSITEIMAGE

WHAT’S THE RIGHT SUCCESSION PLAN FOR YOU?

Click Image Below for a Full Color PDF of Webinar Presentation

will clients follow

WILL MY CLIENTS FOLLOW ME IF I GO INDEPENDENT?

CONTACT US

Independence. It sounds great, but is it really that easy? Whether you’re an employee advisor or you have been running your business for years, there is a lot of responsibility.  We are here to provide solutions to reduce the time and energy that is required of today’s business owners.

(978) 767-8667

M-F: 8:30am-5pm, S-S: Closed

BHWA COMMUNICATIONS LIST

Email Sign Up
What are you interested in learning more about (check all that apply)?