RT1A: Succession Planning: Building the Next Generation

Interactive Focus Group

2025-10-08 | 02:00 PM - 02:45 PM

Information

Succession planning can’t wait, and for many brokers, it’s already overdue. This roundtable dives into the practical realities of identifying future leaders, keeping top talent engaged, and creating a roadmap for long-term continuity. It covers everything from ownership models and equity incentives to mentoring, internal mobility, and leadership training that actually works. Whether succession is five years away or right around the corner, this session offers grounded ideas for brokers who want their business to last beyond the current leadership team.

  • How to start succession conversations early
  • Internal vs external leadership development
  • Balancing founder exit plans with business continuity
  • Retaining key talent through culture and incentives