The pandemic caused many of us to step back and take stock of our lives. For financial advisors, it meant seriously reviewing the future of their business, including a contingent business plan and a succession plan. While many acted, many advisors still need to take that next step and put their pondering into action.

In 2020 CFP Board wrote Why You Should Start Thinking About Succession Planning Today. While a lot has happened since the article first appeared, the ideas and information remain relevant. If you have questions or want to find out how Financial Advocates can help you take the next step in your succession and business planning, contact us at (360) 866-2345 or info@financialadvocates.com.