Advisors Should Eat Their Own Cooking – Are You Prepared For A Catastrophic Event With Your Business? (EP.01)

Advisor Talk with Frank LaRosa · May 31, 2019 · 15m

Advisors Should Eat Their Own Cooking – Are You Prepared For A Catastrophic Event With Your Business?

When financial services firms and their advisors talk about succession planning, they often present a very buttoned-up scenario. An advisor builds a book of business over the course of their career, ages gracefully, and bequeaths their book of business to an eager, young advisor. This; however, is very rarely the case.

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First and foremost, financial advisors – for all of the planning they do for their clients – rarely plan to the same extent for themselves. Secondly, there tends to…