Succession Planning for Financial Advisors

Donald Cooper explains why business owners do not have a succession plan.

Join business coach Donald Cooper and learn everything you need to know about getting the best price for your most valuable asset. 

You will learn:

  • Why succession planning is important
  • The three types of succession plans you need
  • The step-by-step process to develop your succession plan

Bonus download - Succession: The Business Owner's Toolkit PDF

"The best exit strategy is to create a profitable and growing business with loyal clients that can thrive without you. 


Could your business thrive without you?"


– Donald Cooper, Business Coach