If you don’t have the right answer to this question, you are not only risking the growth of your business, but you are also violating your regulatory and fiduciary responsibilities.
Read our Business Succession Planning White Paper to learn more. This white paper is designed to help investment advisers understand the succession process and begin to create their own business succession plan.
What you get from this white paper:
Succession planning questionnaire
A process for choosing a successor advisor
Insight into the current regulatory landscape
The ability to monetize your advisory business