MDRT Offers Succession Planning Podcast to Advisors

MDRT is making one of its exclusive Talk segment podcasts addressing successful succession planning strategies available to all advisors.

One of today’s most talked about topics is succession planning, and MDRT wanted to make one of its exclusive MDRT Talk podcasts on this topic available to all advisors. In this segment, two MDRT members share tips on how to successfully manage the process, and characteristics of an ideal successor.

MDRT Talk is a series of educational podcasts typically reserved for MDRT members, covering a variety of subjects including succession planning, practice management and boomer retirement, and one of many resources MDRT offers members to navigate their business-continuation plans.


By Ayo Mseka
Advisor Today