Discover why a succession strategy is more crucial than just a succession plan – and gain valuable insights on navigating the complexities of succession planning from the latest WMIQ research, including:

• The importance of a business succession plan for financial security and client continuity

• The reasons behind the absence of succession plans among many advisors

• The key questions to ask and address when considering internal succession options

• Solutions and practical suggestions for developing a successful succession plan

• What advisors desire in a potential successor and their thoughts on financing acquisitions

• The significance of developing a business continuity plan and leveraging available resources

Want to learn more? Download the report to see the key findings of the survey.