Continuing Your Legacy: A Guide to Succesion Planning

Looking to take the next step in your career?

If you’ve been running an advisory firm and decided it’s time to find a buyer or hire a junior advisor to take your place, there are other options available.

Here’s what you’ll learn in this ebook:

- How to recognize when it’s time to keep going (or time to plan your exit)
- What you need to do to prepare clients for a smooth handoff to a new advisor
- When you should try internal succession plans vs when an external option may make more sense

Download the guide now to read more and get confidence that you’re making the right decision and how to leave your business in the best hands. Download the guide now to read more and get confidence that you’re making the right decision and how to leave your business in the best hands.

* indicates required

I give WealthPlan Group permission to contact me via:

You can unsubscribe at any time by clicking the link in the footer of our emails. For information about our privacy practices, please visit our website.

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices here.

doing nothing pic

Want to talk to a team member to learn more about planning out your company's transition?