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What advisors and clients don’t discuss enough about business planning


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Do your clients and staff know about your succession plan? How do you take steps to improve communication about issues like valuation and efficiency? In this episode, MDRT members discuss oversights and solutions to improving the plan for their practice.

You’ll hear from:
Andrew C. Lord, CLU, ChFC
Jean M. Mathieu, CLU
Dominique Schuh

Episode breakdown:
0:28 – Addressing clients’ questions about your succession plan
1:40 – Taking steps to identify formal valuations of your practice
2:06 – Utilizing metrics to determine your efficiency
2:54 – A great under-utilized valuation technique
3:40 – What I’ve done to better address these issues
4:33 – Communicating contingency plans with staff
5:59 – Identifying how individual staff members fit into the plan

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