Plan for the Future

Five Steps to an Orderly Succession

Added on February 2017 in Plan for the Future

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Summary: Advisors’ life work centers on helping others prepare for the future, so it is surprising how often they fail to plan their own with a detailed succession plan. It is, of course, difficult to picture client relationships nurtured and grown for decades being placed in the hands of someone else. It is likewise all too easy to put off these difficult decisions to some other day down the road.