Succession Planning Made Simple: Protecting Business Value

Small-business succession planning is often ignored until it's too late. John Fitzpatrick and Mark Berry of John Hancock share real-life stories, key insights from the Connelly case, and practical tools like the BOSS framework to help advisors guide clients through buy-sell agreements, Key Person insurance, and continuity planning. Discover how to position yourself as a solutions provider—not just a product seller—and gain the confidence to start meaningful conversations with business owners. This episode will give you actionable strategies to protect clients' legacies and strengthen your own practice.