The Advisor’s Guide to Creating an Effective Transition Plan

Transition is about more than just simple retirement planning. Transition is all about change of any kind in your business. It may cover death or illness, buying other books of business, selling some or all of your own practice.

This eBook will lay out the process any advisor can follow to create an effective transition plan for their business. As you work through the questions and checklists in the book you’ll actually be creating the plan for your transition.