Succession Planning for Financial Advisors, Website: Building an Enduring Business (Wiley Finance)

Category: Business

Tag: Economics and Finances


Posted on 2020-05-02, by books_lover.

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Succession Planning for Financial Advisors, + Website: Building an Enduring Business (Wiley Finance) This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Pla
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