Harman Wealth’s Harman: The ‘slippery slope’ of state mandated succession planning
Every adviser needs a succession plan, but how can you standardize and mandate that? Dean Harman of Harman Wealth says state regulation won’t be an easy thing to monitor and control.
Every adviser needs a succession plan, but how can you standardize and mandate that? Dean Harman of Harman Wealth says state regulation won’t be an easy thing to monitor and control.
