As a financial advisor, you spend significant time developing disaster plans for your clients to protect them against unforeseen events. However, less than 50% of financial advisors have a plan in place for the future of their businesses.¹ This data shows that many financial advisors overlook the importance of creating similar plans for their own businesses.

Our whitepaper explores the critical differences between continuity and succession plans and emphasizes the crucial importance of addressing a continuity plan first.

• The Importance of Continuity Plans: Our whitepaper discusses why having a continuity plan is vital for your practice's ongoing success
• Actionable Steps: Create a continuity plan, select a buyer, and formalize your agreement
• Effective Communication: Get tips on effectively communicating your continuity plan to all relevant parties

Don't leave the future of your practice to chance.

Download our whitepaper and take the first step towards securing your business against unexpected disruptions.

¹Investment Executive’s (IE) 2023 Brokerage Report Card, June 2023.