Ep 101:  Why Succession Planning Is Essential – With Linda Willis

The Flexible Advisor
08/12/2023 22 min
Ep 101:  Why Succession Planning Is Essential – With Linda Willis

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Episode Synopsis

Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages. In this episode, Laura Gregg and David Partain talk with Linda Willis, …

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