Despite decades of service, many advisors still lack a true succession or continuity plan, putting their clients, teams, and life’s work at risk. Silver Oak Securities’ latest whitepaper exposes the succession gap in wealth management and offers a path forward for advisors who want to build a business that outlasts them.

From establishing enterprise structures to leveraging team-based growth and EOS leadership systems, this resource outlines how to protect and grow the value of your practice, especially during life transitions.

If you’re an independent advisor affiliated with LPL, Advisor Group, Cetera, Lincoln, Equitable, or similar firms, based in Tennessee, Michigan, Pennsylvania, Indiana, Wisconsin, Iowa, Kentucky, Ohio, Georgia, or Illinois, this whitepaper is your guide to staying ahead. Start building a legacy that both clients and successors can count on.

Download The Elephant in the Room: Turning Financial Advisory Businesses into Enduring Enterprises Whitepaper