Mike Tyson said, “Everybody has a plan until they get punched in the face”. When it comes to succession plans, human dynamics are the punch. These dynamics can include, self-doubt, culture/value misalignments, unclear successor roles, fear of letting go, family conflict, status insecurity, nostalgia, resistance to a new leader, hidden alliances, unclear successor roles, or entitlement among heirs.

In this interactive session, you will see how insights from organizational behavior help clients move past those barriers, creating smoother transitions and reducing the risk of conflict that can fracture relationships, stall growth, and even cripple bottom lines.

Through short breakout reflections, you will identify where these challenges have shown up in the past, landmines that may be on the horizon, and how partnering with an Organizational Behavior expert can set both you and your clients up for lasting success.

Key Takeaways

By the end of this session, participants will be able to:

• Identify at least five human dynamics that can undermine succession planning.

• Explain two ways organizational behavior strategies can reduce conflict and improve continuity in succession planning.

• Assess one current or past client situation using reflective questions to identify potential barriers and outline at least one proactive step for addressing them.

This session is open to ProVisors current and prospective members. Learn more about membership and this event via the link below.