 You don’t know how comfortable it makes me feel to know if something happens to you, there are others here who can handle my assets.”Miriam Rozen, Fnancial Planning Magazine. |
Succession Planning Requires Immediate Attention
Miriam Rozen | Financial Planning, October 2013
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Summary: For financial planners, succession plan, or lack there of, merits attention regardless of the amount of assets they manage. Clients care about who will takeover their assets if something happens to their advisor.
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