Continuity Planning for Female Advisors

October 19, 2022

“What would happen if you got hit by a bus tomorrow? A little morbid, we know. But seriously, what would happen? Who would your clients turn to? What would become of your business? These are questions that all business owners should ask themselves, but they are especially important for independent financial planning firm owners.”

In this article for Advisor Perspectives, we discuss continuity for female advisors and the 5 steps they should take when putting a continuity plan in place for their firm.

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