When looking for a professional advisor, it’s important to take the time to find the right one. There’s no point wasting time with someone who doesn’t fit the bill or who is not a fit for you.
After assessing the quality of advisors you have now, perhaps you had identified where you need to replace one or more of your current advisors.

So, go out and find those other advisors you need.

Assignment.png

Assignment

Use the Workbook to identify additional advisors you need to add to your succession planning team.