During this year’s ESI Elite Symposium, Tina Downing, Senior Director and Lead of AIS Business Solutions at Russell Investments, delivered an in-depth session on succession planning for advisors. In follow up to that session, Russell Investments has made their succession tools available to everyone. Now available on both the NL agent portal and the Illuminations site, succession resources include:
- PREPARING BUSINESS SUCCESSION – This document provides an overview of the succession planning components.
- DRIVING VALUE – 10 drivers of practice value.
- THE CASE FOR MODELS
- SUCCESSION PLANNING FROM RUSSELL INVESTMENTS – Presentation providing a comprehensive overview of succession planning.
- RUSSELL SALES MAP – To learn more about Russell’s succession planning resources, contact your Russell partner.
Succession Materials on the NL Agent Portal
Succession Materials on the Illuminations Portal
TC127708(0722)1