More Than a Plan: Understanding the Succession JourneyMore Than a Plan: Understanding the Succession Journey
Why a Succession Strategy is more important than a Succession Plan.
May 31, 2023
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Sponsored by Advisor Group
Download this informative white paper and discover why a succession strategy is more crucial than just a succession plan – and gain valuable insights on navigating the complexities of succession planning from the latest WMIQ research, including:
The importance of a business succession plan for financial security and client continuity
The reasons behind the absence of succession plans among many advisors
The key questions to ask and address when considering internal succession options
Solutions and practical suggestions for developing a successful succession plan
What advisors desire in a potential successor and their thoughts on financing acquisitions
The significance of developing a business continuity plan and leveraging available resources
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