News

Building a Four Step Succession Planning Process

Posted on October 22, 2015

More than ever, elite financial advisers are focused on strategic initiatives such as succession planning. But why, and how can advisers take that next step? Watch as Carson Institutional Alliance Partner David McMenamin of Horizon Financial Group and Executive Coach Greg Opitz of Peak Advisor Alliance discuss the strategic approach to planning succession.

 

 

 

 

 

 

 

 

 

 

Investment News Gameday – Excell Fall 2015