Matt Marisian

Bridging the Succession-Planning Gap
Financial advisors work countless hours helping clients plan their financial futures. But, unfortunately, too many advisors need help planning their financial futures. Today, only about 18 percent of independent advisors have a well-defined business succession plan that is ready to implement, according to a recent survey.
Industry Newsletters
Investment Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×