business planning

Timothy Watters was recently quoted in an article for Financial Advisor Magazine. Check it out: https://www.fa-mag.com/news/a-critical-choice-45538.html

Watters Financial Services was recently profiled in the NAPFA Advisor Magazine: https://www.napfaadvisor-digital.com/napfm/0519_may_2019/MobilePagedArti....

In this article, the topic of succession planning for Investment Advisory firms is discussed. Much of what is discussed can also translate to succession planning for other types of businesses as well. The bottom line is that hoping for the best is not a good substitute for good long range planning: https://www.fa-mag.com/news/how-to-succeed-in-succession-42414.html?issu...

In this article, the topic of succession planning for Investment Advisory firms is discussed. Much of what is discussed can also translate to succession planning for other types of businesses as well. The bottom line is that hoping for the best is not a good substitute for good long range planning: https://www.fa-mag.com/news/how-to-succeed-in-succession-42414.html?issu...