Summary: Finding a continuity partner can be challenging and it all starts with finding the “right fit.” Whether you are a continuity or succession partner, there will be a bottom line impact to clients and revenue if that right fit is not solidified and in place well ahead of time. Join the Advisorpod team as they discuss the qualities to look for in a right fit continuity partner. Your partner will need to get along with clients and staff as staff provides the continuity in the continuity plan. They will also need to get along with your spouse as future payments are coming from the hand of the continuity partner. Most of all, your partner needs to be willing and agreeable to structure a win/win deal. Listen and register today to get access to all of the tools and resources Advisorpod.com has to offer- it’s free!
