Advisors help clients manage their finances, yet one in four have no succession plan.* Although many advisors understand the importance of a succession plan, they just don’t know how to get started.
Having a formal succession plan in place reinforces your practice and ensures that your valued clients will be taken care of and the “road map” for your own financial future is in place.
*Source: RIAintel.com June 2, 2019
Schedule your appointment with Dr. Jason Van Duyn and learn how to increase the value of your practice as well as his trademarked Transition to Freedom™ Succession Plan.
The Transition to Freedom™ process is based on research Jason conducted for his doctoral dissertation, plus 19 years of observations working in the wealth management industry. It offers advisors the opportunity to develop a customized transition strategy that addresses their unique goals. Click here to learn more.
Aquest Wealth Strategies 2021. 44028 Mound Rd, Suite 4, Sterling Heights, MI 48314.
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