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
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Watters Financial Services was recently profiled in the NAPFA Advisor Magazine:
https://www.napfaadvisor-digital.com/napfm/0519_may_2019/MobilePagedArti....
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In this article, the topic of succession planning for Investment Advisory firms is discussed. Much of what is discussed can also translate to succession
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In this article, the topic of succession planning for Investment Advisory firms is discussed. Much of what is discussed can also translate to succession
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