Securing Your Legacy: Business Continuity for Independent Advisors [Video]

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Billy Oliverio, executive vice president and chief marketing officer for United Planners, emphasized the importance of business continuity and succession planning during his session at Nitrogen’s 2024 Fearless Investing Summit. He highlighted the unique challenges and sacrifices of independent advisors, urging them to protect their most valuable asset: their business. Through strategic planning and programs like United Planners’ LEAPS (Legacy Exit & Acquisition Planning Strategies) program, advisors can ensure a smooth transition and safeguard their clients and legacy. Oliverio’s message is clear—start now, stay relentless, and secure your future on your own terms.