Sep 19, 2018
During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Pete Bush interview Dan Mayes, SVP Succession Planning and Business Acquisition at Cetera Financial Group. They define and discuss continuity and succession planning. They also define 4 common challenges that advisors face with succession planning as well as a process for creating a plan. The episode concludes with an overview of Cetera’s new “Legacy Builder Program”.
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