Clients may never ask you directly, but they are always worried about the “What if” scenario, and a successful advisor always has a robust solution to mitigate these worries.”Anita Venkiteswaran, Vice President, Focus Financial Partners
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Summary: One of the most common traits of successful RIAs is succession planning. Sometimes a robust business continuity plan helps attract new clients while retaining the existing ones.
Clients may never ask you directly, but they are always worried about the “What if” scenario, and a successful advisor always has a robust solution to mitigate these worries.”Anita Venkiteswaran, Vice President, Focus Financial Partners
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