Build an Internal Succession Plan for Your Advisory Firm
Use These Worksheets to Build Your Internal Succession Plan
Making the right decisions is the difference in between staying stagnant or becoming a billion dollar practice. Luckily, you don't have to make those decisions alone - this free growth guide will help you forge your path to becoming a $1B advisory business.
If you know you need a succession plan and want to look to your own internal team to develop it, these worksheets will help you evaluate individual fit and define a progressive path for your future successor.
Download your copy of the Building Internal Succession worksheets now.