Succession planning tool
No matter what step you’re ready for in the succession planning process — whether you are already mentoring your eventual successor or haven’t yet given it a thought — the new Succession Planning Decision Tree tool on MDRT’s website can help.
Visit the members-only section of www.mdrt.org to walk through the areas you need to consider. Find links to MDRT’s resources on the different topics, such as:
How to find a third-party expert to help facilitate the process
What course of action you need to take if you’re considering a family member as a successor
How to protect yourself and your clients until you’re ready to begin your succession plan
Let the interactive website guide you through your preparations, and continue to read articles on different elements of the succession process in Round the Table.