Summary: Many advisers are fond of saying that they expect to die at their desks. When such a plan isn't paired with a fully realized succession strategy, Tim Chase, a CFP and co-founder, partner and chief executive of WMS Partners, isn't amused
 I'd like to think my clients would miss me. But I'm not really the key on any client relationship anymore, so I can honestly say if I got run over by a bus tomorrow, there are not a lot of clients that going to be adversely impacted."Tim Chase, co-founder, partner and chief executive, WMS Partners |
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