Succession planning can feel like just another thing on your plate – one you put off for a long time. Why should you plan for the end when you’re still growing business?
Well, you’re not alone in that thought process. Only 40% of advisors have a solid succession plan in place. Clearly, something is holding back more than half of advisors.
Watch the on-demand version of our webinar: “4 Steps to Choosing the Right Succession Plan.”
Jason Carver, Carson’s VP of Mergers and Acquisitions, leads the discussion around succession planning as well as:
- How to choose the right succession plan
- The internal and external routes available
- The difference between succession and continuity
