Well, you’re not alone. Only 40% of advisors have a solid succession plan in place. Clearly, something is holding more than half of advisors back. Join us Thursday, Nov. 19, at 1 p.m. CDT for our webinar: “4 Steps to Choosing the Right Succession Plan.”
Jason Carver, Carson’s VP of Mergers and Acquisitions, will get the conversation (and hopefully a plan!) around your succession options started. In “4 Steps to Choosing the Right Succession Plan” you’ll learn: