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Summary: As a financial advisor, you assist clients in planning for their futures. But have you planned for the future of your own practice? What happens to your business if tomorrow you are permanently disabled or die? Where do your accounts go? Will your spouse or other beneficiaries receive economic benefit from your practice?
 If you do not have a catastrophic succession plan for your practice, we hope you’ll put these three steps into action. By doing so, you’ll provide your business, your clients and your family and/or beneficiaries with an easier transition during an already difficult time."Patrick Jinks,Vice President, Succession Planning & Acquisitions, Raymond James Financial Services. |
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