Succession Design Consultant
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Since 2019, we have helped financial advisors sit in the seats of their clients and asked them the same questions. "If we are sitting here 3-years from today, what has to happen to make your life xxx?"
Our service includes a comprehensive consult to help identify succession gaps and opportunities, and results in a thorough discussion that includes a project plan with timelines a cost analysis. Our individualized plans are made up of quality services that will help you get there quickly and smoothly.
We work with a large number of clients from various industries, including:
Our marketing experts are ready assist you in developing a marketing plan that drives your business.