Succession Plans really matter – Part 2: Business Continuity
In this, the second in a three-part series of articles about succession planning, Guy Holwill, Chief Executive of Fairbairn Consult, discusses Business Continuity, what it means and why it is important for all advisers to have a proper Continuity Plan.
Successful succession planning tips
Making a succession relationship work is tricky, but it worked out for Ebrahim Moola CA(SA), CFA, a Financial Advisor and Investment Professional at Bobats and Sterling Invest. He shares succession planning tips to help the incoming and outgoing advisor achieve a successful relationship.
