Exploring Continuity vs. Succession Webinar On-Demand
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.
You've come to the right place.
Your continuity plan is one of the MOST important aspects to get right. Clients expect your business to be as buttoned-up as their own finances. This is where trust is reaffirmed. We know the challenges in building a continuity plan - let alone, a succession plan - can make your head spin. That's why clients turn to our professionals who do this every day.
Continuity plans are vital - succession plans are optimal.
We can help you nail both of these. Are you ready to cross these off your to-do list?
A Closer Look
Grab a copy of the slides from our webinar, Exploring Continuity vs. Succession, which provide essential information on creating the optimal plan to safeguard your clients, team, family, and value. This handout encompasses the fundamentals, purpose, and tools necessary for protection. View Now.
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. Read More.
A well-written continuity plan provides straightforward guidance using plain, direct language. There can be no confusion of who is responsible for which aspects, and it must ensure the transitions can occur swiftly, legally, and financially to avoid any disruption to your clients. Our EMS™ team shares insight on the basics, details, and where continuity planning can go wrong. Read more.
Internal succession planning is a crucial process for businesses to ensure smooth leadership transitions and long-term sustainability. However, despite careful preparation, there are always lingering uncertainties that can arise during the planning phase. Two significant concerns often arise in internal succession planning: "What if my plan fails?" and "What if I'm not ready to share all the numbers?" Read More.