Our goal is to provide Financial Advisors Complete Succession Planning to protect their clients provide for themselves , their families,,OSJ's, And their B/D's. Most advisors don't have a Succession Plan in place leading to a disaster when the event occurs.. I specialize in presenting workshops and seminars where the tough questions are asked and discussed to help advisors help themselves. For OSJ's and B/D's A a value added workshop as a recruiting tool to provide real value to new reps looking to make a change.