Longevity. Succession. Disruption. Is Your Firm Ready?
- Etico
- Apr 18
- 2 min read
Updated: Apr 29
Aging, AI, and Advisor Attrition Are Reshaping the Industry
Whether you’re years away from stepping back—or already thinking about what comes next—this webinar will help you make informed decisions that protect your firm’s value and ensure continuity.
Key Details
Date: Wednesday, May 21, 2025
Time: 1:00 p.m. Eastern Time
Location: Online (Zoom link provided after registration)
What You’ll Learn
How longevity and demographic shifts are changing client needs and expectations
Why AI and new tech are pressuring advisors to deepen client relationships
What the advisor shortage and succession bottleneck mean for your firm
Strategies to preserve firm value and client trust through transition
Featured Speakers on Longevity & Succession Planning
Luke Yoquinto
Research Associate, MIT AgeLab
Luke’s work focuses on the intersection of aging, technology, and behavioral change. His research offers a clear lens into how demographic shifts will reshape everything from client relationships to industry models in the years ahead.
Joseph Leo
CEO, Etico
Joe leads Etico with a vision for strategic growth, authentic partnerships, and sustainable succession. He brings nearly two decades of experience in acquisitions, practice transitions, and supporting advisors through the next stage of their careers.
Why This Webinar Matters
Built for Independent Advisors Especially those 50+ who own or operate small firms in underserved markets.
Backed by Research You’ll hear evidence-based insights on longevity and succession planning, not just hot takes.
Designed to Help You Take Action Whether you’re planning to grow, merge, or transition out—we’ll help you prepare.
Register Now
Seats are limited, and this conversation is already drawing interest across the Northeast. Reserve your spot and take the first step toward a more secure future.
FAQs
How do I access the webinar? Once you register, we’ll send you a confirmation email with the Zoom link and calendar invite.
Is this webinar free? Yes. There is no cost to attend.
Can I ask questions during the session? Absolutely. There will be a live Q&A, plus interactive elements throughout to keep you engaged.
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