 A merger gave me the opportunity to continue doing satisfying work without all the administrative hassles and financial risk. I’ve secured my own financial future and now have two younger advisers working on the team to provide long-term continuity for my clients. I’d say my chances of having my succession plan unfold with no surprises have risen from the 30% to 40% range to at least 95%."Glen Kautt, Savant Capital |
