Sponsored By

Business Planning

Sights, sounds and insights from industry events and more.

Why Advisors Shouldn’t Wait to Build a Succession PlanWhy Advisors Shouldn’t Wait to Build a Succession Plan

When it comes to succession planning, advisors shouldn’t leave their clients or employees in the lurch.

July 26, 2023

 

UP logo Final.pdf.png

Lack of a succession plan can create confusion, misunderstanding, and conflict that negatively impacts business continuity for advisory firms. Hear directly from advisors on their biggest pieces of advice when it comes to planning for a transition.