The Powerful Exit: Mastering the Emotional Mindset of Succession & Exit Planning

Описание: Succession and exit planning is often treated as a technical process driven by valuations, timelines, and deal structures.

But our latest research tells a different story.

After gathering insights from more than 150 financial advisors through surveys and conducting 50 in-depth interviews, one theme became clear: the greatest obstacles to a successful exit are rarely logistical. They are emotional.

In this session, Allyson Lee shares the key findings from the study and explores:

• The limiting mindsets that quietly delay succession planning
• How identity, control, and timing shape exit experiences
• Why awareness of these patterns is foundational to a positive transition
• What distinguishes advisors who experience confidence and clarity from those who feel resistance and pressure

This webinar is not a “how-to” guide. It is a conversation about the mindset that underpins leadership, legacy, and long-term optionality.

Whether you are years away from an exit or simply beginning to reflect on the future of your business, this discussion offers insight into the deeper psychological forces that influence decision-making.

⭐️ To learn more about The Personal Coach or to explore additional resources, visit: https://www.thepersonalcoach.ca/

⭐️ Interested in having Allyson speak at your next event?
visit https://www.thepersonalcoach.ca/allys...

⭐️ Copies of our #1 best selling book: Mastering Your Momentum
Available here: https://www.masteringyourmomentum.ca/