Provide Succession Planning Advice
Financial advisors should play a key role in succession planning for their clients–this is the big picture for your client after all, the personal exit. --Nathan Bennett
A large segment of baby boomers are entrepreneurs in need of advice on how to retire from enterprises, Bennett adds. “Many independent businesses have not thought this out. Financial advisors should play a key role in succession planning for their clients–this is the big picture for your client after all, the personal exit.”
-Nathan Bennett, co-founder, San Ramon, Calif.-based Summit Financial Group, in How and When to Address Succession Planning with Business-Owning Clients
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