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An Adviser shares his strategy and tips for exiting his business
A discussion about some of the key considerations of transitioning to a ‘new path’, whatever that is for you.

Bill Webster, joins us to discuss the process he went through when the time came for him to make the decision to retire. Bill takes us through the process that he followed from the beginning to the end from what to do with the business itself, his clients, what he wanted to happen with them and what he wanted his exit from the business to look like. He discusses his views on the importance of planning, goal setting and being clear about what you want. He also shares how he dealt with the decision mentally, including how he delt with letting go of control, relationships and looking ahead to what he was going to do with the next third of his life once he left his business.

In this session Bill covers:
• Mentally dealing with the decision to leave and how to not become overwhelmed
• The importance of planning and sticking to a plan
• Goal setting and being clear about what you want
• Aligning your purpose with your potential partner's purpose

CPD
To obtain CPD for AFA Webinars you must watch the full webinar presentation. Your CPD certificate will be emailed to you within one week of the webinar being held. Please get in touch at events@afa.asn.au should you have any questions about CPD for this webinar.

Aug 10, 2021 11:00 AM in Canberra, Melbourne, Sydney

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