The Three-Page Succession Plan: Simplifying The Future For Financial Advisors
Legacy Builders
In this episode of Legacy Builders, I tackle the irony facing financial advisors: experts in planning for others often lack their own succession plans. We explore the innovative "Three-Page Succession Plan" by Todd Bryan Doherty, which simplifies this daunting task into four essential questions. Discover how defining your retirement horizon, envisioning your post-retirement identity, and focusing on team capability over finding a "mini-me" can transform your business's future. We'll also delve into crafting a client-centric communication strategy to ensure a seamless transition. Join me as we demystify succession planning, proving it's a series of manageable steps rather than an overwhelming mountain. A legacy isn't just about building a business; it's about preparing for its future.
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