Plan for the Future

Selling Your Book of Business: Top Three Considerations

Added on August 2016 in Plan for the Future

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Summary: Though the financial services industry has undergone a wave of head-turning transformations in recent years, spurred on, in part, by a mix of demographic trends, the looming threat of robo platforms and the increasingly complex regulatory environment, one issue remains as relevant today as it was 10 years ago: succession planning.