You won’t often hear a financial planning business owner complaining that they have too little to do. Between advising clients, keeping up with regulatory requirements, and running a business day to day, there aren’t many hours left in a week.
Long term tasks, such as succession planning, can easily drop to the bottom of the to-do list.
Sourced through Scoop.it from: www.apexinsights.anz.com
This check list article covers the basics. When you contact EGS for an initial free consultation, we’ll customize for you.