Succession planning can feel daunting—but it doesn’t have to be done alone. We sat down with Rob Andrus of Family Wealth Concepts and Matthew Cole of Northstar Wealth Management to learn how a Worldsource study group led to a succession. They discuss lessons learned, challenges they overcame and why investing in relationships with fellow advisors could be the key to safeguarding your practice’s future. A must listen for advisors seeking to create continuity for their clients and peace of mind for their practices.
