Name
Guiding the Financial Advisor Journey: Succession Planning from Growth to Transition
Date & Time
Tuesday, February 3, 2026, 10:00 AM - 11:00 AM
Speakers
Laura McElroy, VP, Business Consulting, Fidelity Investments
Tom Lakatos, SVP, Employee Advisor Group and Recruiting, Lincoln Investment
Dana Burkhardt, Vice President, Head of Business Consulting, AssetMark
Tom Lakatos, SVP, Employee Advisor Group and Recruiting, Lincoln Investment
Dana Burkhardt, Vice President, Head of Business Consulting, AssetMark
Description
Succession planning is more than an exit strategy—it’s a critical component of a firm’s long-term continuity and growth. Explore the full advisor journey, from building a sustainable practice to developing a thoughtful transition plan that supports clients, successors and the ongoing operations of the firm. Industry experts and firm leaders will discuss effective approaches to identifying next-generation talent, fostering advisor teaming and creating structures that align advisor goals with firm strategy. Gain insight into best practices for preparing advisors at every stage of their careers, strengthening support systems and designing transition pathways that ensure both legacy preservation and continued client confidence.
Location Name
Coral 3
Full Address
Sheraton San Diego Resort
1380 Harbor Island Dr
San Diego, CA 92101
United States
1380 Harbor Island Dr
San Diego, CA 92101
United States
ORDER
5C