Okay, you've taken our advice and you've gotten your business another authorized signor on your bank accounts that you can trust (FYI our contract only grants this permission upon death or incapacitation...don't believe us...google American Greed). 

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Now you start to search for a CCO and a licensed advisor, who can step in when you pass. Many advisors will look to either grooming a child or a junior advisor. This can work, it is hard, but what if your death or untimely illness happen prior to your protege being anything that resembles a protege? 

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STOP

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Less than 10% of new advisors will be in the business in 5 years. How many hours will you send training soon to be ex-advisors? How much business will you split and how much in revenue will you ultimately throw away? Wouldn't our monthly subscription not only be less expensive but allow you to use those hundred of hours (necessary to train a newbie) toward building your business which would be dedicated to training?

 

Even the successor beats the odds, there's still potential pitfalls.

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Although your successor may hold the necessary licensing, how will the handle running the practice? 

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• Will they be able to continue to grow the practice?

• Can your practice survive with only the current reoccurring revenues?

• Will your practice experience the typical 10-20% attrition when a junior advisor takes over a firm?

• Have they ever ran a business?

• Can they run the business, bring on new clients, AND

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PAY YOUR FAMILY EACH MONTH?

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WE CAN. LET US HELP. We can ensure your staff is taken care of, maintain your client base, and preserve the value of your business. 

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YOUR FAMILY AND YOUR CLIENTS DESERVE MORE!