More Than a Plan: Understanding the Succession Journey

Download this informative white paper and 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

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