Begin with the end in mind. Define your succession plan
2023-10-19 • 20 second read
To whom are you going to hand the torch to ensure your clients are in good hands? And many generations within those families are well looked after. Well, the point here is that as you go from where you are, to where you’re going to inevitably end up, it’s not a straight line. There are peaks and valleys, there’s winds, there’s setbacks, and through that, there’s a signal to noise ratio...
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