Eight Advisor Stories that Demand a Better Continuity Solution

Summary: Clients need one.  Your family needs one.  Regulators increasingly want you to have one.  Surprisingly advisors have always wanted one.  Have you guessed it?  Yes.  A continuity/succession plan.  What is perhaps more interesting is that advisors are finally ready to address it.  This week we thought we’d share with you the types of conversations we are having with advisors all the time.  If you have not addressed this issue, perhaps you can relate to one of these eight stories.