Saving money for the future is one of the cornerstones of smart financial strategy, but when it comes to retirement planning, it may not be enough for your clients. Many people simply aren’t saving, and those that are may not have enough to secure the type of retirement they desire.
The importance of succession planning for your clients could go well beyond its impact on family matters. New data points to business succession planning being a significant factor for employee engagement and retention.
According to a recent study, more than 85 percent of women are the chief purchasing officer or financial decision maker in their household.