FORBES: “Succession Planning: It’s a Marathon Not a Sprint”

February 15th, 2019

Matthew Petrozelli, Executive Vice President and Chief Operating Officer was published once again on Forbes.com as a contributor of the Forbes Finance Council.

We, by our nature as advisors, help our clients plan, and they rely on us for generational advice. We should be doing the same and ensuring that this advice will continue. If you are not planning for succession, you are not fulfilling your fiduciary obligation to your clients and their families.

Read the full article on Forbes.com: Succession Planning: It’s a Marathon Not a Sprint

Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms.

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