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      7 Mistakes Advisors Make With Their Succession Plan

      1. They have none.
      2. They have a handshake agreement
      3. They believe their Broker Dealer will make their beneficiaries whole.
      4. They have a buy-out but it is not funded.
      5. Their custodian has a plan which is much different than their own.
      6. May not have been updated in the last 5 years.
      7. Their existing plan is not supported by their spouse and other family members.

      What Does Your Practice’s Succession Plan Look Like?

      If you are a financial professional who owns your own book of business – We Should Talk!

      Allow us to share our insight and help.


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