Does Your Business Have A Succession Plan?
When it comes to business planning as a financial planner, creating a succession plan ranks high on the list of musts for any company with employees. Ben Tobias of Tobias Financial Advisors in Fort Lauderdale, Florida gives advice in his Financial Advisor Magazine article about how to go about setting up that first succession plan and keep it growing into the future. He candidly shares lessons learned along the way and best practices to making sure your financial planning firm has a successful strategy in place. You can read the article here: https://bit.ly/2d1ZNd2