Podcast: Planning or Planning to Finish WellPodcast: Planning or Planning to Finish Well
If you were unable to run your advisory practice for the short- or long-term, would your clients and employees be well cared for during that time?
May 29, 2020
Wells Fargo Advisors Financial Network
John Williamson and Dennis Leininger are back to discuss the buying, selling, and transitioning of a practice. In this episode, they focus on the importance of having a continuity plan in place and how to create one.
In this episode, you will learn:
Why business owners need to have a continuity plan
Why it’s not necessary to be an exact match with your continuity partner
Some of the legalities involved in selling a practice
The importance of communicating with clients
And more!
Tune in now as John Williamson and Dennis Leininger discuss how to create your continuity plan.
Podcast: Be Ready to Be Ready (Podcast 1 of 3)
Podcast: Trends in Book Buying and Continuity Plans (Podcast 3 of 3)