Why You Needed a Continuity Plan Yesterday
With many people depending on a practice to continue operating in an advisor's absence, it's vital to have a detailed continuity plan. Learn how to get started on yours today.
When the young advisor received the call that one of his partners had died, he assumed it was the older partner, 35 years his senior.
He and his partners had planned for that, purchased life insurance and created agreements for purchasing that partner's share from his widow. They had spent hours an
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