The ClientWise Blog
It takes very disciplined thinking to fully consider your succession planning strategy. Often, succession plann ing is confused with continuity planning. While continuity planning is an important piece of the puzzle if you plan to transition the leadership of your business, it does not consider the future of your business with the same thoroughness as succession planning.
June 24, 2015View content
As a business-coaching firm that has worked with thousands of the most successful financial advisors and advisory firms, we...