Exploring Continuity vs. Succession


Kevin Goserud, CFA, VP of Consulting

Mallory Boutin, MBA, Consultant

Continuity is often used interchangeably with the term Succession Planning. However, the two serve very different purposes and require a separate set of tools to craft and implement. While continuity is essential and required by the SEC, succession planning is where advisors can differentiate, grow, and create value year after year.

Our experts, Mallory Boutin, MBA, and Kevin Goserud, CFA, work directly with dozens of advisors each month on these exact goals. If your firm is in need of one or the other, this webinar will help you identify a starting point, a path towards your goals, and the tools and resources to get you there.

Watch on-demand for a concise overview of these two topics.

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