HEADSPRING PROFESSIONAL DEVELOPMENT

Keynote Presentations/Workshops

Topics include:

• Buying or Selling a Financial Advisory Practice
• Conversations with High-Net-Worth Clients
• Financial Advice in Canada: Industry Trends
• Getting Noticed: Enhance Your Reputation and Build Your Brand
• Improving Client Retention
• Transitioning from Commission-based to Fee-based
• Taking Your Business to the Next Level
• Strengthening Client Relationships: Advanced Estate Planning
• Success on Your Own Terms
• Increasing the Value of Your Business

Buying and Selling a Practice and Succession Planning

Headspring Consulting Inc. offers consulting services and advice for individual advisors and their firms related to buying and selling a practice, including working with buyers and sellers evaluate the opportunity and develop solid transition plans.

Confidential Buy/Sell Registry

Headspring Consulting Inc. offers a confidential service where interested buyers and sellers can register for free. Headspring Consulting Inc. will make confidential introductions according to the instructions of both parties. Currently, registered buyers outnumber registered sellers 10 to 1.