The single, biggest threat to a financial services business with one owner, or only one primary advisory, is not the lack of a succession plan. It is, in fact, the lack of a plan to protect the clients and the practice's value in the event of an owner's sudden death or disability.
Our FREE white paper, published earlier this year, compiles almost two decades of knowledge when it comes to continuity planning for financial professionals.
The paper includes the basic component of a strong plan, agreement types (and when to use them), common mistakes, and how to fund your plan if the unthinkable does happen.
Additionally, we'll let you in on the secret behind the connection of continuity partnership and acquistiion opportuinity.