In order to build a successful succession plan, advisors must first value the practice while considering factors such as client demographics, sources and growth rate of revenue as well as client ...

When it comes to succession planning ... and more about time in the market.” Planning for the Right Assets One of the biggest assets Shuring works to build into a legacy plan is life insurance.

Eight Key Steps For Building A Strong Succession Plan We can see the value of a structured succession plan. So, what are the key steps leaders should follow to ensure their businesses will thrive ...