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Succession Planning

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.