Summary: If you went to sleep tonight and didn’t wake up, would you entrust your family’s money to your wealth management firm? Does your firm have a succession plan that would kick in for this type of crisis that would leave your heirs (and your clients) safe and secure?
 When we look clients in the eye and say that they can trust us to do the right thing for them, I think that ensuring the continuity of our services has to be near the top of the list.Ron Carson, CFP, ChFC, is founder and CEO of Carson Institutional Alliance. |
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