Succession Planning: Been There, Done That
Speakers: Howard Silverman, CLU, ChFC, CAP, Michael Richardson, Robert Trotenberg, CLU, CLTC, Scott Richardson, J.D., LLM, CLU, ChFC
Year: 2014
Body of Knowledge:
Practice Management
Competence: Technical |
Level: Basic |
Session Rating: 4.32
Forum members will tell you how they are preparing for their own succession. Related and un-related parties will tell you what worked and the difficulties they encountered when starting to turn over the reins of their practice.