LPL program highlights the need for continuity planning in wake of an advisor's death. "Whether on this side of the grave or the other, we never want to leave our clients floundering.”
Octavia Wealth Advisors, a firm that managed $1.6 billion in AUM at AXA Advisors, has 35 employees and offices in Cincinnatti, Los Angeles, San Diego and Miami.
2020 has highlighted the importance of having a “What if” plan for when the unexpected happens. Join this webinar on June 23 for insight on lessons learned from the current pandemic about the importance of having a prepared continuity and/or succession plan in place to meet both planned—and unforeseen—life events.
