Continuity & Succession Planning is a widely acknowledged best practice within our industry. Recently, it has also become a regulatory priority. However, while the industry continues to age, many advisors still do not have a viable plan in place to protect their clients and their family in the event of sudden death or disability. There are few options available to advisors who wish to retain their independence while offering the peace of mind to clients that they will be cared for if something were to happen to their advisor. That is why CWAS introduced Continuity and Succession Planning to its offering.schedule a call
Continuity & Succession
Protect your clients and your family in the event of death or disability.
Our simple, straightforward continuity planning solution is designed to protect your clients and your family in the event of death or disability. Continue to run your practice as you always have comfortable knowing your clients will have the opportunity to become clients of CWM and can receive the same high level of service as you provided. You and your family will also have the opportunity to receive market value for your firm.
Our succession planning solution allows you to prepare for your voluntary exit. Ensure a smooth transition by first moving your clients onto the CWAS platform while you still run the firm as a Strategic Partner. We can handle the busywork associated with investments, operations, compliance and other services. You focus on client facing activities while enjoying some new found lifestyle. You continue to own 100% of your clients, 100% of your brand, and 100% of firm equity and economics until you decide to retire.