 Advisors recommend [succession planning] to small business owners every day, and yet many of us don’t have our own agreements put together.”Paul Saganey, president and founder, Integrated Financial Partners |
How To Prepare For An Advisor's Unexpected Death
Ryan W. Neal | wealthmanagement.com, April 2015
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Summary: Paul Saganey, the president and founder of Integrated Financial Partners, a fee-based financial services firm in Waltham, Mass., faced a situation that no executive ever expects. In the past year and a half, three financial advisors working for him passed away.
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