Byline: Editorial Staff 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 ...
Read this article at Women Advisors Forum/Southern California: Protect Your Legacy; Take Care of Your Clients' Futures as Well as Your Own
Read this article at Women Advisors Forum/Southern California: Protect Your Legacy; Take Care of Your Clients' Futures as Well as Your Own