Best Practices in Advisor Succession Planning

A Webinar Hosted by Terrapin Technologies


The Best Practices in Financial Advisor Succession Planning webinar, hosted by Terrapin Technologies, explores industry trends, effective models, and the role of technology in succession planning for your financial advisor team.

Our featured speaker Arthur Osman, a consultant with Kehrer Bielan Research & Consulting, will present strategies for developing succession planning deal structures. Arthur Osman has been a leader in the financial advice industry since 1996 as a financial advisor and in various senior leadership positions in the areas of sales management, recruiting, compliance, relationship management, and business consulting.

Featured Panelists

Arthur Osman, Consultant at Kehrer Bielan Research & Consulting

Kevin Fisher, President & CEO at NW Capital Management

Kristefor Lysne, President at Terrapin Technologies

James Pfeiffer, Marketing Manager at Terrapin Technologies

Discussion Topics

  • A look into current industry trends with the forecasted advisor shortage and the low adoption rate in succession planning.
  • Industry experts Kehrer Bielan Research and Consulting share best practices and effective models for succession planning.
  • Explore the benefits of compensation technology for automating succession planning through a customer use case.