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What happens if you go before I do?

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Shannon Loots - Business Coach at Old Mutual Wealth

There’s a million reasons why your planner may not be around forever. Here’s why you should start thinking about the future.

For more information visit:

https://www.oldmutual.co.za/hardquestions

Chapters

00:52 Worst case scenarios for clients when financial planners lack a succession plan
01:57 Why financial planners need to document succession plans
04:19 Whose responsibility is it to update the succession plan?
05:05 How often should a succession plan be updated?
06:24 What should a client do to learn about their financial adviser’s succession plan?
08:30 How are clients’ personal information protected?

2 Mar 2021 English South Africa Investing · Investing

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