Securing Your Legacy: Business Continuity for Independent Advisors


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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 Fearless Investing Summit 2024. He highlighted the unique challenges and sacrifices of independent advisors, giving them prompting them to protect their most valuable asset: their business. Through strategic planning and programs like United Planners' LEAPS (Legacy Acquisition and Exit Planning Strategies) program, advisors can ensure a smooth transition and protect their clients and their legacy. Oliverio's message is clear – start now, stay relentless and secure your future on your terms.



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