The Future of Advisory: IR Global and ISPA's Collaborative Vision

Succession Planning Resource Author

Why settle for good when you can be the best in your field?

The International Succession Planning Association® (ISPA) is proud to announce a groundbreaking partnership with IR Global, the fastest-growing professional service network globally. This collaboration is set to redefine the benchmarks of success for legal, financial, and business advisors worldwide. By harnessing the collective expertise of both networks, this partnership promises to empower IR Global members with unparalleled succession planning tools and strategies that drive client satisfaction and business growth.

About IR Global

IR Global operates across 165+ jurisdictions, providing a robust platform for legal, financial, and business advisors committed to delivering outstanding services. This network brings together top-tier professionals in a sharing economy, emphasizing ethical practices, sustainability, and client value. IR Global is redefining professional services, moving away from traditional models to a more integrated, cost-effective approach.

Spotlight on the Partnership

The partnership between ISPA and IR Global is a strategic alignment that leverages ISPA's comprehensive suite of tools and resources with IR Global's extensive network. This synergy enhances the capabilities of IR Global members, empowering them to offer more in-depth and strategic succession planning services. By accessing ISPA's innovative tools, IR Global members can provide holistic solutions that address the complex needs of high-net-worth business owners.

Event Highlight - "Grow Your High-Net-Worth Business Owner Practice" Workshop

At the upcoming IR Global ‘On the Road’ Boston event, scheduled for June 25th-29th, ISPA will present a workshop titled "Grow Your High-Net-Worth Business Owner Practice." This session is designed exclusively for IR Global members looking to enhance their practice through strategic client retention, acquisition, and comprehensive succession planning.

Workshop Objectives:

• Understand Dynamics: Dive deep into family, interpersonal, and owner motivation dynamics that impact clients' decision-making processes.
• Strategic Networking: Learn effective strategies for building and nurturing your strategic partner network to enhance your firm's capabilities.
• Service Diversification: Discover how to integrate comprehensive succession planning into your service offerings, positioning you as the quarterback advisor in your client’s business journey.

Why Attend?

1. Learning and Development: Gain practical insights into handling complex client scenarios, ensuring continuity and stability in their business and estate planning.
2. Network Expansion: Equip yourself with tactics to identify potential partners and foster relationships that elevate your practice to a central advisory role.
3. Service Diversification: Explore how to extend beyond traditional services to include specialized consulting that addresses comprehensive succession needs.

This partnership and the upcoming workshop at IR Boston are more than just opportunities—they are essential strategies for staying competitive and proactive in today’s dynamic business environment. Join us to unlock the full potential of your practice, enhance your marketability, and drive impactful growth. Elevate your practice and become a leader in the realm of succession planning with ISPA and IR Global.

Join us in Boston, where your journey to becoming a top-tier advisor in the high-net-worth domain begins.