Summary: Recently, I had a disheartening conversation with a couple friends of an independent advisor who had tragically passed away unexpectedly. The advisor, a large producer with a lucrative book of business, had worked in the industry for decades and was an invaluable member of his firm.
 Having a clear and transparent buy-sell agreement will help advisors adequately provide for their families and give peace of mind to their clients should the unexpected happen, such as sudden death or disability. But above all else, it will capture true market value, something that rarely happens in the wirehouse world.”Steven Dudash, President, IHT Wealth Managemen |
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