By Michael J. Searcy
One of my favorite things to help clients do is prepare and maintain a roadmap for themselves and their survivors, thereby knowing we’ve helped achieve continuity for them and their loved ones. I never want someone to feel unprepared or unable to function after the loss or incapacitation of a spouse, so I work to initiate thought and conversation to keep all parties engaged in the planning process.
But if I were gone? Not only could they turn to our entire team, since each client is never working with a single person, but they would also be aware that our succession plan that has been in place for several years means there are four other principals continuing to lead the firm.