Summary: It’s not surprising that financial advisors are reluctant to face their own mortality, but you aren’t doing yourself—or your clients—any favors by putting off succession and continuity planning. If you find the idea of planning your retirement (succession) from the business too daunting right now, at the very least, you should get a continuity plan in place this year.
 Many advisors still resist putting an agreement in place. They get hung up on trying to find the perfect partner or worry about ceding control of their business. But in fact, the point of a continuity agreement is the exact opposite: to ensure that you remain in control over what happens to the business and the relationships you have built!.”Maria Considine King, vice president, practice management, Commonwealth Financial Network,
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