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Billy Oliverio, government vice chairman and chief advertising officer for United Planners, emphasised the significance of enterprise continuity and succession planning throughout his session at Nitrogen’s 2024 Fearless Investing Summit. He highlighted the distinctive challenges and sacrifices of impartial advisors, urging them to guard their most beneficial asset: their enterprise. By strategic planning and applications like United Planners’ LEAPS (Legacy Exit & Acquisition Planning Methods) program, advisors can guarantee a clean transition and safeguard their purchasers and legacy. Oliverio’s message is obvious—begin now, keep relentless, and safe your future by yourself phrases.
