| Discover why a succession strategy is more crucial than just a succession plan – and gain valuable insights on navigating the complexities of succession planning from the latest WMIQ research, including: The importance of a business succession plan for financial security and client continuity The reasons behind the absence of succession plans among many advisors The key questions to ask and address when considering internal succession options Solutions and practical suggestions for developing a successful succession plan What advisors desire in a potential successor and their thoughts on financing acquisitions The significance of developing a business continuity plan and leveraging available resources Want to learn more? Download the report to see the key findings of the survey. |
