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The way you think about contingency planning is about to change

Jul 23, 2014 @ 1:03 pm

By Frederick P. Gabriel Jr.

Let's face it, drafting a contingency plan that allows your practice to go on without you isn't fun — or easy.

If it were, more than 20% of financial advisers might actually have an executable contingency in place.

On July 28, the way you think about contingency planning is going to change. That's because InvestmentNews will feature a personal look at what happens to clients when their adviser suddenly drops out of the picture. We'll also introduce you to one very special financial adviser who, when faced with the prospect of an imminent death, is making sure his clients won't be left in the lurch. For a preview of this special report on succession and contingency planning, watch the above video, and stay tuned for our full feature on Monday.

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