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An Adviser shares his strategy and tips for exiting his business

August 10 @ 11:00 am - 12:00 pm

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

Meet our guest speaker 

  • Bill Webster’s career as a professional
  • financial adviser spans 40 years.
  • He has received several prestigious
  • awards over that time. During a 20 year
  • relationship with licensee Financial Services

Partners (FSP), Bill awards include National Client Service Award, National Adviser of the Year, CEO’s Award for his commitment and dedication to the group and the industry at large.

Bill is also a long-time member of the Association of Financial Advisers (AFA) and has twice been named as a finalist in the AFA Adviser of the Year Award.

In 2012, Bill completed his business succession plan, transferring his share of his successful advice practice, Tempus Wealth, to his business partner. He continued to consult to Tempus Wealth looking after clients, as well as introducing new clients to the practice and the mentoring of younger staff up until he retired as an adviser on 31.12.21.

Mentoring younger advisers has been a long-standing passion of Bill's, and for the past 10 years, he has been a volunteer mentor for the AFA Mentoring Program. Over the last 7 years, Bill has put his career knowledge and experience into designing mentoring workshop programs for young advisers, and those new to the profession. Bill also consults to advisers and practices on practice development and other personal and business development projects.

Bill believes that mentorship is a vital component in the growth and development of any aspiring professional and that ‘passing the baton’ is fundamental. His goal is to continue to share his learnings and experiences with the ‘new generation of advisers and those who are contemplating the latter part of their careers to help challenge, educate and inspire.

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 [email protected] should you have any questions about CPD for this webinar.

Click here to register 

Details

Date:
August 10
Time:
11:00 am - 12:00 pm
Event Categories:
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