Watch this powerful video featuring the real-life story of how one advisor’s death almost derailed an entire firm.
ALL IN THE FAMILY: WHEN YOUR CONTINUITY & SUCCESSION PLAN INVOLVES FAMILY.
Advisors Kim Kropp and John Moylan formed their independent financial practice in 1996. John had three sons, and the partners discussed whether to bring them into the business and how that would work. They agreed that each son would need to specialize in a different aspect of wealth management. In 2002, John was diagnosed with terminal cancer.READ THE FULL STORY
BUILDING A LEGACY: SUCCESSFUL CONTINUITY & SUCCESSION PLANNING
Life is short, and you don’t know what is going to get thrown at you. To not have a plan puts your family, your employees and your clients in a tough situation.READ THE FULL STORY