 DON’T forget to include the people who will be the successors in place. Not everyone has the same objectives, so it is important to make sure that yours are aligned with the people assigned to take over.”Bobby White, Chairman and CEO, RFG Advisory |
The Do's and Don'ts of Succession Planning
Bobby White | Financial Advisor IQ, November 2016
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Summary: Succession planning is a long-term process, not a one-time event. For the well-being of yourself, your company and your clients, it is imperative to start as soon as possible. Here are a few do's and don’ts that come with succession planning.
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