How many times have you convinced yourself that you should create a succession plan, only to put off the project? Creating one - and doing it right - will not only protect your clients' futures, but also protect your own legacy.
Succession and business continuity plans will be one of the topics covered at the next Women Advisors Forum, set for Nov. 15 in Newport Beach, Calif. Whether you provide financial advice through a major wirehouse, regional brokerage, bank, independent firm or RIA, this forum is your opportunity to meet and learn from other high-ranking women advisors.
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