Succession planning from a Sole Practitioner into a Family Partnership
In this IIL financial services lecture Filip Slipaczek described his career as a sole practitioner financial adviser and comment on the issues facing those who want to pass on the running of their business to the next generation.
Filip discussed the routes he has taken to differentiate himself from his peers; how to grow a business; how to avoid being the poor relation of other chartered professions; the traditional problems advisers face in succession planning and latest developments in that area and Filip's solution to succession planning.
By the end of this lecture members would have gained an insight into:
- Establishing a financial planning practice
- Growing the business
- Exit strategies including handing on the business to the next generation
In addition to being a Chartered Financial Planner, Filip is also a Chartered Insurance Practitioner and Chartered Banker and the senior partner in his own financial planning business.
Robert F Parker, Chair, London Region, Personal Finance Society.
Registration & Security
IIL lectures are open to Lloyd's pass holders and CII and PFS/SMP members.
All attendees must register online by 10.30am on the day of the lecture.
All attendees must produce photo ID - either a Lloyd's pass, driving licence with photo or valid passport.
- Email confirmations and photo ID must be produced to security staff at the lecture venue
- Attendance confirmations are non-transferable to any other person or lecture
- All venues have limited capacity and registration and/or a Lloyd's pass does not guarantee admission
Please let us know what we can do to make our events fully accessible to you.
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.