Steven Dudash is the president of IHT Wealth Management, an LPL-affiliated Super OSJ based in Chicago that collectively manages approximately $1.8 billion.
Advisors must be able to offer practical support to high-net-worth business owners who confront a volatile environment just as they are about to make a deal.
The number of advisors who plan to sell their books of business will accelerate in the coming years. Don't complicate things by not having a succession plan.