Do you could have a succession plan?
In case your reply is “no,” you’re actually not alone. In actual fact, 93% of advisors don’t have a succession plan in place. It’s no marvel that Sheila Cuffari-Agasi, AIF® is so decided to assist advisors take motion.
In our debut episode, Sheila uncovers steps which you could take to inch nearer to having your full succession plan.
On this episode, you'll be taught:
5 doable the reason why an advisor doesn't have a succession plan
Three actions FINRA is taking to encourage advisors to plan for the long run
What FINRA Rule 2040 signifies is the one option to pay a non-registered individual (i.e. heirs or the property of a beforehand registered advisor)
What the variations are between a continuity plan and succession plan
Choices for funding your future acquisition
What the LEAPS program is and the way it offers advisors a four-way win
And extra!
Tune in with Sheila Cuffari-Agasi and grow to be outfitted to lastly get your succession plan in plac
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