Why not having a succession plan can derail your business — and put your legacy at risk

Why not having a succession plan can derail your business — and put your legacy at risk

Financial advisors need a succession plan to ensure their clients’, and the industry’s, future.
Andrey Popov | Getty Images

Learning to expect the unexpected is a time-honored rite of passage for every small business owner. But when unpredictability strikes in the form of a key executive suddenly resigning or, worse, passing away, the fallout can be devastating. That’s why having a solid…

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