Business Continuity and Succession Planning Challenges
As a business owner or leader, the thought of succession planning may seem daunting. Yet, failing to plan for the future can leave your organization vulnerable to disruptions and hinder its growth potential. Key challenges include identifying potential successors, maintaining client retention, developing leadership skills, and ensuring a seamless transition of key roles. Additionally, regulatory requirements from FINRA and the SEC add another layer of complexity to the process.
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