Bradley Shammas’s began his career at Conaway & Conaway. There, he worked for six years as a paraplanner. Conaway & Conaway sold a variety of commissioned financial products. They also charged financial planning for a fee. The firm hit an issue with compliance that required a break-up of the company. As part of that break-up, Shammas launched […]
I can’t help but think of the parallels in the perceived complexity of creating a Continuity Plan with the perceived complexity of creating an investment portfolio.
When it comes to acquiring the existing business of an exiting advisor, there are two possible ways to do this: Your classic and well-known Exit and Succession Plan The more uncommon Continuity Plan