Do you have a succession plan? If your answer is “no,” you’re certainly not alone. In fact, 93% of advisors don’t have a succession plan in place. It’s no wonder that Sheila Cuffari-Agasi, AIF® is so determined to help advisors take action. In our debut episode, Sheila uncovers steps that you can take to inch … Continue reading Episode 1- Get Equipped to Create Your Succession Plan — With Sheila Cuffari-Agasi, AIF® →