FA Whitepapers

White Papers Archive  |  FinTech Whitepapers  |  Market and Economic Outlook

September 2020   


Secure the Future of Your Practice

Is your practice ready for tomorrow?  Crafting a formal, written succession plan is essential to preserving the value of your practice. If you are like most advisors, you do a great job planning for your clients, but you haven't given much thought to what will happen to your practice when you retire or die.  Statistics show that 93% of Advisors do not have a legally binding contract in place for their succession!  Get the process started today! Download your complimentary white paper and learn the keys to creating an efficient succession plan in just 4 steps.