Succession planning is a pivotal moment in the life of every financial advisor. Advisors must navigate an intricate landscape of succession planning considerations to preserve the legacy they’ve worked hard to build. On this episode, Award-Winning Marketing Strategist, Tiffany Markarian of Advantus Marketing, unravels the nuances of succession planning specific to a financial advisor’s practice and ways to safeguard your clients’ interests for a harmonious transition.
